Services

True financial planning provides the means to unify all aspects of your financial life. At Namey Financial Group, we strive to help you better understand the complexities of the financial world. Our comprehensive strategies seek to help you pursue your goals, make more informed decisions, and strengthen your future.

For individuals, we take a holistic approach to financial planning. While integrating each of your situation, we strive to create risk management strategies as sophisticated as your investment plans.

For business owners, we provide retirement plans that enhance employee productivity while strengthening the culture of your firm. Whatever you may hope to achieve, we’ll help ensure your plan works in unison so you can stay focused on what matters most.

Investment Management

The heart of our practice is dedicated to constructing and managing investment portfolios. As the primary advantage of our firm, we hold ourselves to a fiduciary standard in our investment management strategies and incorporate analytical processes to fully understand client priorities.

From identifying short and long-term objectives to assessing resources and your level of risk tolerance, our advisors strive to first gain a deep appreciation for every aspect of your situation before offering our recommendations. Through aligning your investment strategy with your objectives, we will identify suitable options to:

• reduce income tax liabilities
• develop a personal cash flow statement
• assist in developing a comprehensive asset allocation and diversification strategy

As markets shift and your personal needs change, our customized strategies are built to evolve.

Estate Planning Strategies (Conservation & Distribution)

Wealth transfer is about more than money, and our focused approach to private wealth management respects the importance of sustaining your legacy. It all starts with understanding your needs and values. After determining the effectiveness of your current plan, we will recommend changes as needed.

At Namey Financial Group, we specialize in building customized plans that aim to secure your short-term and long-term goals while ensuring the tax-efficient transferring of assets to heirs. From discussing asset management assistance needs for your family to exploring charitable and non-charitable giving techniques, we will evaluate the sources of income for your survivors seeking to assure that adequate income is available. No matter where you are in life, our professionals will be here to understand and harmonize your financial needs for you and your loved ones.

Cash Management

By analyzing your income trajectory, expenses, and investment returns, we will help you stay on top of your liquidity needs. At Namey Financial Group, we aim to promote your cash flow so you can live the life you’ve imagined. No matter where you hope to go, we will reassess your portfolio to increase cash flow and net worth, whether it requires a change in working hours, lowered expenses or increased investment risk.

As with being prepared for future one-time costs like repairing a roof or buying a car, anticipating your tax exemptions is also key to growing your wealth. We strive to help you build a stronger foundation and empower you throughout your financial life. 

Risk Management

Growing your wealth is a priority, but preserving your assets is equally important. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones.

As a comprehensive financial planning firm, we have access to a full suite of insurance policies for the continued protection of your family and income, including:

• life insurance
• disability insurance
  
• long term care insurance

 While monitoring your existing policies to guard against loopholes, our advisors will seek new opportunities to defend what you’ve worked so hard to achieve.

Employee-Sponsored Retirement Plans

For employers seeking a dedicated partner to assist in managing their retirement plan, we offer a full range of services to help. Whether you have a team of 10 employees or more than 500, our advisors have access to comprehensive tools and resources seeking to mitigate your fiduciary liabilities, make the day to day operations easier to administer, and effectively engage participants through financial wellness education, investment guidance and more. By conducting independent benchmarking strategies, we will hold your service providers accountable to providing competitive and efficient plans.

We believe our proven approach significantly improves the participant's ability to achieve retirement readiness. While teaching fundamentals and providing oversight, we seek to provide and document a comprehensive fiduciary health check on your plan. Our retirement plans extend to partnering with business owners, as we provide strategies to address their individual financial needs along with those of their firm.

Asset allocation does not ensure a profit or protect against a loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

No strategy assures success or protects against loss. All investing involves risk, including the possible loss of principal.