We differentiate ourselves by the services we offer. We're not in the product sales business. We're in the financial planning business.

Nautica Asset Management LLC is 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 growing your assets towards retirement.

When should you take your Social Security? Do you have a pension? If not, can you create one for yourself? 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?

By doing a comprehensive financial plan, we can help you get the answers that you are looking for.

Comprehensive, individualized financial planning involves services such as:

• Federal Employee Benefits Review and Retirement Analysis
• Retirement Income Planning
• Dividend Interest Income Planning
• College Funding/Planning
• Beneficiary Audit
• Portfolio Risk and Fee Analysis
• Independent Objective Portfolio Review
• Recreating your paycheck
• Long Term Care
• Legacy Planning

FREE BENEFITS ANALYSIS REPORT

The FREE Benefits Analysis Report will uncover opportunities to save you thousands of dollars while you work and help you maximize your benefits throughout retirement. OUR AREAS OF EXPERTISE

Our federal benefits specialists are trained in different fields of financial planning specifically geared your options when it comes to your federal benefits. Below are just a few of the expertise our specialists can assist with:

• TSP Education
• Benefit Analysis
• Tax Free Income
• FEGLI vs. Private Insurance
• Social Security Timing
• Lifetime Income Planning
• Legacy Planning Strategies
• LTC Preparation and Insurance

What Do We Do?

Federal employees need guidance from someone who has their best interest in mind. Our specialty is creating a customized plan for federal employees. The process starts with a benefits analysis created using the employee's retirement criteria. The benefits analysis will outline gaps in the retirement plan, map out thrift savings plan (TSP) growth (based on historical data), give a comparison of Federal Employees' Group Life Insurance (FEGLI) and commercial insurance. Our first priority is to ensure a lifetime of income for the retiring employee. We take your survivors' benefits options, FEGLI retirement options, and TSP options into account for the individual's overall, personalized financial plan.

Our federal employee benefits counselors are conducting FREE Government Benefits Analysis Reports and Reviews in your area. Contact us to request your free report and take the first step in taking advantage of the benefits we offer at NO COST.

Investment Strategy:

Nautica Asset Management LLC is a firm believer that properly structuring a portfolio starts with diversification and asset allocation. At our disposal, we have a variety of financial tools available to us to help us accomplish this, including:

• Managed Money Portfolios
• Dividend Income Portfolios
• Mutual Funds
• Annuities
• Exchange Traded Funds (ETFs)
• REIT's
• Life Insurance

Insurance:

As an independent insurance provider, we only make recommendations based upon the results of your personalized financial plan. We offer Life Insurance, Annuities and Long Term Care insurance from the top companies in the industry.

All insurance products provided by Nautica Insurance Group LLC