Retirement plans
Develops plans for life after work and long-term retirement needs.
NGB Financial
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About NGB Financial
NGB Financial provides virtual financial advising and customized planning for individuals nearing or in retirement. Services include creating retirement plans designed to last throughout a client's lifetime, planning for college expenses, addressing taxes, and preserving wealth for future generations. The firm takes a long-term approach to financial wellbeing and works with clients to understand their goals and pursue them in a tax-efficient manner. Its guidance also covers saving and investing options beyond 401(k) plans and IRAs, including options described as offering tax-free payments backed by insurance company guarantees. NGB Financial operates as a virtual-based firm and serves clients from San Antonio, Texas.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Tax planning
Helps clients address taxes and pursue goals tax-efficiently.
College expenses
Plans for education costs for children or grandchildren.
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