Namey Financial Group,Inc

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 are designed to help you achieve 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 solutions 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, our fiduciary investment management strategies 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 the best solutions 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.