Services

At Nomad Financial Coach, we specialize in providing comprehensive financial strategies tailored to individuals at every point on the financial spectrum. Whether you're just starting your financial journey, gearing up for retirement, or anywhere in between, our professional services are customized to meet your unique needs. Explore our areas of expertise below.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Fixed Annuity

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

white printer paper with black text
white printer paper with black text
shallow focus photograph of black and gray compass
shallow focus photograph of black and gray compass
a magnifying glass sitting on top of a piece of paper
a magnifying glass sitting on top of a piece of paper

Insurance

Disability Income Insurance

Life Insurance

Short-Term-Care Insurance

Long-Term-Care Insurance

Medicare Advantage

Medicare Supplements

Medicare Prescription Drug Plans

a pile of twenty dollar bills laying on top of each other
a pile of twenty dollar bills laying on top of each other

Personal Banking System

Also known as Infinite Banking and

Private Family Financing

photo of multicolored can wall decor
photo of multicolored can wall decor

Financial Coaching

One-on-One Coaching