A financial firm committed to empowering the employees of the City of Elizabeth with the National Life 457(b) plan—your path to a stable and worry-free retirement.
We provide consistent, dependable advice and support throughout your financial journey, guiding you step by step.
We are excited to announce the launch of the National Life Group 457(b) Retirement Plan, now available to employees of the City of Elizabeth! This unique retirement option offers a secure and flexible way to protect your financial future with no risk. Here’s what you can look forward to:
We’ll have a first meeting to determine if our services match your needs as a firefighter or first responder. We’ll discuss your financial situation, investment timeline, and build trust for a successful partnership.
We carefully evaluate your retirement portfolio, income sources, social security benefits, tax obligations, and other details to create a financial plan for first responders.
We craft a flexible financial plan that adapts to changes like job loss, inflation, disability, or relocation. We’ll offer other options if any part of the plan doesn’t align with your preferences.