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Our Services
Employee Benefits Planning
Get expert guidance to fully understand, optimize, and maximize your employer-provided benefits package.
Investment Strategy Planning
Build a tailored investment approach—including TSP, 401(k), 403(b), or 457 management—to help grow your wealth efficiently.
Retirement Savings Planning
Create a clear, step-by-step roadmap to build a tax-advantaged nest egg that supports your future lifestyle goals.
Income Replacement Planning
Design a strategic paycheck-replacement structure using pensions, annuities, and savings to guarantee reliable cash flow in retirement.
Insurance Planning
Protect your family and assets by evaluating cost-effective options for health, life, and long-term care coverage.
College Planning
Prepare for higher education expenses through smart savings strategies and tax-advantaged accounts that don't compromise your retirement goals.
Find the perfect plan
Stay on top of your game with ongoing support
Federal Benefits Planner
$
1999
Per Month
- 45 min Education Session w/ NBC Benefit Counselor
- Personalized Benefit Report
- 60 Min TSP Planning w/ NBC TSP Specialist
- Personalized Retirement Income Report
- 45 Min Insurance Planning w/ NBC Insurance Specialist
- Personalized Insurance Cost Comparison Analysis
- TSP Monthly Allocation Report & Rebalancing Reminder
- Annual Review Meeting
- Ongoing Planning Support & Dedicated Counselor to Assist with all of life’s important financial decisions.
State Benefits Planner
$
1999
Per Month
- 45 min Education Session w/ NBC Benefit Counselor.
- Personalized Benefit Report.
- 60 Min 403(b) & 457 Planning w/ NBC Retirement Counselor.
- Personalized Retirement Income Report.
- 45 Min Insurance Planning w/ NBC Insurance Counselor.
- Personalized Insurance Cost Comparison Analysis.
- Ongoing Planning Support & Dedicated Counselor to Assist with all of life’s important financial decisions.
Corporate Benefits Planner
$
1999
Per Month
- 45 min Education Session w/ NBC Benefit Counselor.
- Personalized Benefit Report.
- 60 Min 401(K) Planning w/ NBC 401(k) Specialist.
- Personalized Retirement Income Report.
- 45 Min Insurance Planning w/ NBC Insurance Specialist.
- Personalized Insurance Cost Comparison Analysis.
- Ongoing Planning Support & Dedicated Counselor to Assist with all of life’s important financial decisions.