Namey Financial Group

Namey Financial Group believes that understanding your specific needs, goals and financial situation is critical to building a successful long-term strategy. 

Our firm develops comprehensive retirement, estate and tax reduction plans for our clients.  We offer a full complement of financial planning and group insurance services. 

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

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