Our Approach to Retirement Plans

At NAMCOA®, we’re paid to manage your plan – Period.  No commissions, no hidden fees. When you work with us, you get us. And we provide transparency in everything we do – our processes, our recommendations, and of course, our pricing.

NAMCOA® is a federally Registered Investment Advisory firm.  As a Registered Investment Advisory firm, we’re held to a fiduciary level of care that traditional stock brokerage and insurance agency firms historically have not needed to comply with.  Simply put, our client’s best interests have always been first.

We know you’ve been used to paying fees – annual fees, monthly fees, quarterly fee, regardless of whether your plans are performing or not.

EFFICIENT AND OPTIMIZED RETIREMENT PLANNING

There are limitless active and passive strategies we can take to help you optimize your retirement planning and 401(k) structure. We usually end up striking a balance between aggressive and simplistic, optimized and balanced, and works – not just well, but well for you. We spend the time necessary to get to know you, your team and their lifestyle choices that define their retirement needs, under all market conditions and over the long run.

Please contact us for more information.