Broker Check

Our Mission:

We are committed to helping you pursue financial independence, a successful retirement, and a lasting legacy.

Client-Focused Wealth Management

Nautic Financial Group, LLC. focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long- term objectives. By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for the future.

Strategies for Your Wealth Management Needs

We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives then monitor it to help you stay on track. Our services and strategies include:

  • Retirement Planning
  • Business Strategies
  • Investment Planning
  • Small Business Strategies
  • Estate Planning Strategies
  • Insurance
  • Education Planning
  • Risk Management
  • Tax Planning Strategies
  • Gifting Strategies

Our Approach to
Your Personalized Plan

We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course.

1. Assessing Your Needs and Finances

We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.

2. Preparing Your Plan

We provide a detailed analysis of your finances, develop a variety of customized strategies, and offer recommendations to address your future needs.

3. Implementing and Monitoring Your Strategy

Once you select the best approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary. 

We invite you to call us at (267) 221-8223 to schedule a consultation and discover how we can help you pursue your financial goals.

There is no guarantee that an investment strategy will yield positive outcomes. Investing involves risk, including loss of principal.

Suggested Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn More
Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.
Learn More
Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
Learn More