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. Employer-Sponsored Retirement Plans Primary Plans Available:401(k), 403(b)SIMPLE IRASEP IRADefined Benefit Plan OptionsNon-Qualified Deferred CompensationProfit-Sharing Plans Learn more Financial Planning Primary Options:IRA- Traditional, ROTH, SIMPLE SEPBrokerage AccountsTax Planning StrategiesEstate Planning StrategiesMoney ManagementCollege Plans Learn more Individual Insurance Primary Insurance Provisions Available:Disability Income InsuranceLife InsuranceLong Term Care Insurance*Will, Living Will*dPOA*Healthcare Surrogate Learn more Family Needs Primary Family Needs Planning Available:College PlansEstate PlansMoney ManagementUTMA/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.