Broker Check

Wealth Management

CREATE THE FINANCIAL FUTURE YOU DESERVE

You Get What You Plan For



You have known NPPFA Benefits as a trusted resource for retirement plans serving public sector employees. We have taken our commitment to helping public servants one step further by launching our Investment Advisory and Wealth Management Division. Our team of experienced advisors is dedicated to helping you build long-term wealth through outcome based financial planning.

We believe your finances should empower you to Live Better, More Meaningful Lives.

Process

Our financial planning process is collaborative. Your input, unique challenges, and insight are vital to our successful partnership. After an initial complimentary phone or virtual consultation, clients that wish to move forward will engage our team.

 

Throughout our comprehensive wealth management process, we will address every aspect of your financial life, including:

Retirement Cash Flow

Retirement Cash Flow

Including Social Security and Pension Benefits

Healthcare

Healthcare


Budgeting

Budgeting


Planning for Future Wants

Planning for Future Wants

Cars, Boats, Second Homes, Vacations

College Planning

College Planning


Birth of Child

Birth of Child


Marriage

Marriage


Housing

Housing


Investment Management

Investment Management

+ Investment Allocation

Tax Planning

Tax Planning


Estate Planning

Estate Planning

Wills, Trusts, Beneficiaries

Inheritance

Inheritance


Partnering with you, we will develop and put into action a unique, comprehensive financial plan best suited to accomplish your financial goals. Through financial planning, you will be better able to pursue your life passions, spend more time with family and friends, have a sense of well-being, and reduce the uncertainty about your financial future.

Pricing

We offer scalable pricing programs for both your Wealth Planning and Investment Advising needs.  Final pricing is determined after an initial client consultation.  

Prepare for the Future with Confidence

Whether you are new on the job, mid-career or getting closer to retirement, it is always the right time to start planning. Just 1 in 5 retirees have a formal written retirement plan. (LIMRA 2023)  Additionally, healthcare costs alone from age 55-64 is estimated to cost $240,000 for a couple for insurance premiums alone in today’s dollars and this will be more by the time you retire. (NPPFA)

Just as an annual medical/dental checkup, or an annual parent teacher conference, we believe a comprehensive annual financial check-up is also important so that you can prevent being one of the 65% of Americans who have no financial plan (Schwab 2023) or the 1 in 3 American workers who think they are significantly behind on their retirement savings. (Bankrate 2023)

Like taking care of ourselves physically and mentally, financial planning is just as important and should be part of a lifelong self-care process. Our annual review helps our clients engage in their own financial future and not leave their hard-earned money to chance.

Let us help you create the future you deserve by calling your service representative or contacting our wealth advising group today.


Contact Us

Jeff Hackman, M.B.A.
Director of Financial Planning
(847) 503-0786
jeffh@nppfabenefits.org