Ever been so caught up with day-to-day needs that you put off other things that may need your attention? One thing lots of people postpone is reviewing their overall finances. But, knowing where you stand is important to your long-term financial health and independence. The end of the year is a perfect time to get your financial house in order, so you’re ready for the upcoming one.
Start With Your Circumstances
Faced any big changes in the last year? Certain events in life may mean you need to change your financial strategy, adjust your financial goals and how you handle your assets. A financial advisor can help you decide on next steps.
No-Cost Consultation with a Financial Advisor. Whether you’re looking for planning services or investment advice, our financial advisors are available at more than 150 branches or by phone. We’ll take a comprehensive look at your total financial picture and compare it to your goals and risk tolerance. Then we’ll help you develop a long-term strategy. You can find an advisor near you by visiting our advisor locator page.
Trust and Will Creation. If you want a simple solution and don’t want to consult an attorney, the online self-service templates from our partner, Trust & Will, are easy to use. They’re currently offering Navy Federal members 20 percent off any estate plan.
Trust and Estate Plan Management. Our partner, Members Trust Company, will work with you to help you manage your trust and estate plan. If you want to consult an attorney and aren’t sure where to start, they can connect you to someone in your area.
Life Insurance. Our partner, Covr, can help you find an affordable policy that works best for your circumstances. Compare quotes from top-rated companies, and apply in just minutes. Need AD&D? Our partner, TruStageTM, can help you find coverage with no health questions or medical exams.
Investing Tool. Whether you’re a newbie or a seasoned pro, our low-cost online investing tool gives you choices. You can choose and manage your own investments, use one of our prebuilt bundles or use our automated service. Plus, you can try it out with a 30-day free trial.
Navy Federal Financial Group, LLC (NFFG) is a licensed insurance agency. Non-deposit investments, brokerage, and advisory products are only sold through Navy Federal Investment Services, LLC (NFIS), a member of FINRA/SIPC and an SEC-registered investment advisory firm. NFIS is a wholly owned subsidiary of NFFG. Insurance products are offered through NFFG and NFIS. These products are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of Navy Federal Credit Union (NFCU), are not offered, recommended, sanctioned, or encouraged by the federal government, and may involve investment risk, including possible loss of principal. Deposit products and related services are provided by NFCU. Digital Investor offered through NFIS. Financial Advisors are employees of NFFG, and they are employees and registered representatives of NFIS. NFIS and NFFG are affiliated companies under the common control of NFCU. Call 1-877-221-8108 for further information.
Navy Mutual Aid Association, Covr Financial Technologies, LLC / MFG Group, Inc., and TruStage Insurance are not owned by Navy Federal Financial Group, LLC or Navy Federal Credit Union. Life insurance coverages are written through non-affiliated insurance companies. NFFG and/or NFIS receives a commission or royalty fee for insurance sales written though non-affiliated insurance companies. Trust and Will documents and services are made available to Navy Federal members through Trust & Will. Navy Federal is in no way responsible for any products or services provided by or through Trust & WIll or their affiliates, subsidiaries, and company partners. Navy Federal Financial Group enables this program to be offered and is entitled to compensation from Trust & Will. Trust Services available through MEMBERS Trust Company. 1-855-358-7878.
This content is intended to provide general information and shouldn't be considered legal, tax or financial advice. It's always a good idea to consult a tax or financial advisor for specific information on how certain laws apply to your situation and about your individual financial situation.