Wealth Preservation
Naylor Financial Group designs and implements effective structures to assist our clients to protect those assets they have worked so hard to acquire.
Retirement Planning
No matter how far off retirement may seem, it’s never too early — or too late — to begin preparing for your future. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
Long term Health care
Long term care is generally increasing as are lifespans, so your need to plan ahead for care has never been more important. LTC insurance helps you protect your assets from being used by providing a pool of benefits you can use to help reimburse your expenses for care.
Business Services
Our consultation services will provide you with comprehensive, case specific and tax efficient solutions to help manage your concerns and increase the efficiency of your business.
Workplace Benefits
Naylor Financial Group teams up with employers to provide employee benefit solutions that can help you secure your financial future and protect the ones you love. We ensure that employee benefits are appropriately managed and competitively priced for each specific client industry and geographic location.
Disability Insurance
You have people that depend on you financially, college tuition to cover, and mortgage payments to make. So if you rely on your income, then you should know that disability income insurance protects apercentage of your income should you become too sick or hurt to work.
Asset Protection
Do you have a financial safeguard set up to protect your loved ones after you pass away? With a well-thought-out life insurance plan, you can do just that.
The purpose of life insurance is to help provide a measure of financial well-being for your family and loved ones when you are no longer there. With the purchase of a well-planned life insurance policy, you can help ensure that your family and loved ones will be taken care of.
Legacy Planning
If leaving a financial legacy is important to you, there are steps you can take to help ensure that what you leave behind will pass to your loved ones in an orderly and efficient manner.
A sound wealth transfer strategy should focus on two important goals:
1 | Distributing your assets according to
your wishes.
2 | Minimizing the expenses, reduction in value, and delays in settling your estate.
Travel Insurance
Your health insurance may not cross international borders, we do.
International Health Insurance provides long-term coverage to people living or working outside of their home country, typically for one year or longer.
Since 2014
Company Overview
At Naylor Financial Group we provide a range of innovative financial products, services and strategies to assist corporations, businesses and their owners, members of the investment and medical communities, and high net worth individuals to preserve, protect and enhance their assets.
We differentiate ourselves by:
- Putting our clients’ needs first
- Providing independent and objective advice
- Striving to render flawless and streamlined execution
- Employing a proactive approach to delivering client – driven strategies
Whether developing financial strategies to protect one’s assets, creating customized structures to address pressing tax needs or designing highly tailored executive benefits offerings, our mission is simple: to provide innovative, forward-thinking financial strategies to our clients.
At Naylor Financial Group, we work alongside our clients’ legal, tax and other financial advisers to identify, design and implement effective structures and procedures toward achieving specific tangible and measurable goals.
Next Step...
Schedule an appointment and complimentary review with an advisor today.