Our Services
 Investment Management
Investments include:
o Fee-based Asset Management
o Mutual Funds
o Stocks
o Bonds
o Non-traded REITs (Real Estate Investment Trusts)
o Fixed and Variable Annuities
o 401(k) installation and takeovers
Our investment management services include custom designed investment policies and ongoing portfolio management, with periodic reviews to ensure the integrity of the portfolio and continued viability of assets within the portfolio.
We believe in diversification, but not over-diversification as portfolio overlap is a common problem we've found. We are committed to providing sound and conservative investment acumen.
Investment Management Services are recommended to clients with a minimum portfolio size of $100,000 or 50% of your investment portfolio, whichever is greater.
Get Started
To speak with someone about Financial Planning and Investment Management visit our contact page or call 308.398.1174.
Retirement Planning
The Retirement Planning Package consists of:
o Financial fact finding and data collection including a detailed mapping of your life situation, financial position, unique financial needs and goals, and retirement dreams
o Personal introductions to estate, legal, risk management, and tax advisors
o Creation of a personalized retirement income strategy designed to reduce volatility.
o Compilation of a structured Investment Policy Statement detailing the concepts and strategies established for your unique retirement investment plan
o Personal review & explanation of your retirement plan (with adjustments) including various life and financial scenarios
o Implementation of the retirement income plan and Investment Policy Statement
o Personal ongoing monitoring and support of your plan, including re-balancing and tax efficient strategy implementation
o Online account access to personalized performance, portfolio, tax, income, and allocation reporting 24/7
o Personal semi-annual Retirement Planning Package review, analysis of your progress, and adjustments as necessary
The Retirement Planning Package was designed to address financial problems and help you manage a strategy to implement your retirement goals while striving to achieve your investment portfolio goals. This package will strive to provide a framework for your retirement and help alleviate the financial guesswork.
The Retirement Planning Package is a comprehensive wealth management package specifically designed for retirees and pre-retirees with a recommended minimum portfolio of $500,000. (If your portfolio is $500,000 or greater click here.)
Get Started
To speak with someone about the Retirement Planning Package visit our contact page or call 308.398.1174.
Insurance Planning
We'll work with you and other tax and legal professionals to construct a plan that considers your unique situation and desires, and addresses the question of what kind of legacy you want to leave to your family and community.
This is a complex area that requires teaming up with estate planning professionals to ensure your plan adheres to current tax (and other) laws.
We’ll help you structure a plan that helps to ensure an orderly, tax-wise transfer of your wealth.
The Insurance Planning Package is recommended for those with a $1,000,000 minimum portfolio.
Get Started
To learn more about the Insurance Planning Package visit our contact page or call 308.398.1174.
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National Planning Corporation and it's representatives do not provide tax or legal advice. These services are provided in conjunction with a qualified tax and or legal professional.
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