Our Services

NAMEY FINANCIAL GROUP employs a holistic approach when talking with clients about their wealth management strategy. Our advisors look with you at the whole picture, assessing what you want to accomplish, compiled with the available assets, to bring about a comprehensive plan suited to your needs.

Primary Plans Available:

• 401(k), 403(b)
  
• SIMPLE IRA
  
• SEP IRA
  
• Defined Benefit Plan Options
  
• Non-Qualified Deferred Compensation
  
• Profit-Sharing Plans
  

Primary Options:

• IRA- Traditional, ROTH, SIMPLE SEP
  
• Brokerage Accounts
  
• Tax Planning Strategies
  
• Estate Planning Strategies
  
• Money Management
  
• College Plans
  

Primary Insurance Provisions Available:

• Disability Income Insurance
  
• Life Insurance
  
• Long Term Care Insurance
  
• *Will, Living Will
  
• *dPOA
  
• *Healthcare Surrogate
  

Primary Family Needs Planning Available:

• College Plans
  
• Estate Plans
  
• Money Management
  
• UTMA/UGMA
  

*Services not provided through Namey Financial Group or LPL Financial. We will happily connect you with a colleague who can assist in these area.

You are under no obligation to use the services of any recommended colleague, and may choose any qualified professional to provide these legal services. The colleagues and their services are not affiliated with LPL Financial and Namey Financial Group.

Namey Financial Group and LPL Financial do not provide tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.