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.  In our capacity as investment advisor representatives with an SEC registered advisory firm, we offer a full complement of financial planning and group insurance services. 

 

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Car Affordability

How much can you afford to pay for a car?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

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