About Nautica Asset Management

Formed in 2013 by Dave Baker, Nautica Asset Management LLC is the premier federal employee benefits consulting firm in the country, working with federal employees as well as their spouses, family and friends in the private sector. We are one of the few financial planning firms whose primary focus is on retirement income distribution–not accumulation. We know that when it comes to retirement income, there are actually a lot more decisions to be made than there are while you’re younger and growing your assets towards retirement.

When should you take your Social Security? Should you keep your FEGLI or look at private insurance options? How does Medicare work? Should you use a traditional or Roth account? Should you leave your TSP or 401(k) or roll it over? How do you ensure that you aren’t taking too much risk with your retirement nest egg? What investments give you the most tax advantages? Are health issues and spousal health issues more of a concern in retirement than prior to your retirement?

About Nautica Asset Management

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The Importance of Retirement Income

We believe that an enjoyable and lasting retirement is dependent upon securing a sustainable income. It is a shame to see someone work their entire life only to end up worried and anxious in retirement because they did not plan to replace their paycheck with income that they cannot outlive. Your desired lifestyle is reliant upon your ability to maximize your guaranteed income sources such as: Social Security, a pension and additional lifetime income from personal savings. Outliving your money is NOT an option.

We differentiate ourselves by the services we offer. We’re not in the product sales business, we’re in the financial planning business. Our comprehensive approach evaluates all of your retirement income sources, it enables us to maximize your income while increasing your net worth. We strive to reduce the corrosive effects of fees and taxes on your retirement sources making it possible to increase your net worth without excessive exposure to market risk.

The fact is, most people spend more time thinking about where to eat or where to go on vacation than they do planning out a safe and stable retirement. The same rules that helped you accumulate money can separate you from your money in the distribution stage. In the distribution stage, we want a known amount of income from our money, with some assurances, that it will last for the remainder of our life and perhaps our spouses’ life. You only get one shot at the retirement of your dreams, let us help you put together the pieces of your retirement puzzle.