Just like there are different vessels that can be built to make a journey — schooners, galleons, clipper ships — your goals will be the guide to the tools you need. Maybe you’re buying a new home, saving for your children’s college education, starting a new business, or planning for your retirement — whatever the venture, we at Alan Naumann Financial, LLC can help equip you for the journey.

We are financial professionals who care about you, and want to help you with your financial needs and desires. Not only are we experienced at guiding you through planning and developing your map, your financial plan, but we listen to you. We work with you and for you to build the vessel that will carry you to your goals.

At Alan Naumann Financial, LLC, we are dedicated to building a solid and comfortable vessel that will allow you to complete your journey, whether through calm or rough seas. Where is your ship taking you, what do you long for? Allow us to help with the tools to build your dreams.
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Alan Naumann Financial - Services
Some of the services we offer include:
Personal Services:
  • Investments/Rollovers
  • Asset Allocation
  • Education Funding
  • Financial Security Analysis
  • 1033 TIC Exchanges (eminent domain)
  • Retirement Analysis and Planning
  • Survivor Needs
  • Estate Planning
  • Long Term Care Insurance
  • Disability Insurance
  • Life Insurance
  • Medicare Supplement Insurance
Business Services:
  • Qualified Retirement Plans
    for Business
  • 1031 TIC Exchanges
  • Key Man Insurance
  • Buy/Sell Agreements

Synopsis of Services

  • Retirement Analysis:
    Whether you want to maintain your current lifestyle, yet add activities that you weren’t able to participate in while fully employed, or simply want to have enough income to meet your changing needs, we can work with you to develop your retirement plan.
  • Survivor Needs:
    You want to make sure that your family is taken care of financially if you, your spouse or significant other are unable to do it. Perhaps your plan includes income replacement, wealth replacement, and mortgage coverage. Whatever your needs, we can help you plan for them.
  • Education Funding:
    Education costs increase every year. College has become a major investment for families, and will vary depending on the type of institution they attend — public, private — and the degree they are working toward. We work with you to assess those variables and develop a strategy to meet your needs.
  • Asset Allocation:
    We work with you based on your investment style, personal preferences, and overall goals to spread your investments across stocks, bonds and cash accounts. Whether you have a tolerance for high risk, or prefer stability and long-term achievement, we can help determine the best way to reach your goals.
  • Estate Planning:
    You ensure that your assets are distributed according to your wishes by having a professional, written strategy that can be followed. Estate and income taxes make it important to plan for what will happen in the event of your death — family and survivor considerations make it essential. Gain the peace of mind in knowing that your assets will benefit the people or organizations you wish them to, at your death.