Andrea Nameche

CLTC, Qualifying Member MDRT

Services

"The best time to plant a tree is 20 years ago. The second best is now."

When it comes to developing a financial plan each situation is unique. What works for one client may not work for another. Andrea learns about you, your family, and your career in order to help you implement a plan to achieve your financial goals.

Whatever your situation, Andrea will guide you through your financial strategy, helping you with:

Retirement Savings and Retirement Income Planning

401(k) plans and SEP's for businesses, IRA & Roth accounts for individuals

As you get closer to retirement, you want to understand what your income will be once you retire.  We'll discuss how can you make decisions in the last working years that help to ensure you have the most control over maximizing your retirement income and protecting your lifestyle.

Investment Policy

Mutual Funds, Managed Money Accounts, Annuities

Establish your acceptable investment risk tolerance to utilize appropriate investment strategies and accumulate wealth efficiently and effectively.

Life and Disability Insurance

Income Protection, Life Insurance (temporary & permanent), Long Term Care Insurance

Find the policies that fit your situation and ensure you and your family’s protection, regardless of what the future holds.

College Funding Strategies

529, Life Insurance, Savings

Set up a savings plan designed with your children’s future education in mind.

Caretaking Planning

Long Term Care Planning Strategies

Outline a plan of care, prepare legal documents, and establish resources to offset the costs of caregiving.

Business Policies

Succession Plans, Employee Benefit Programs, Owner & Employee Retirement Plans

Assess your unique business culture and develop specific policies based around it.

Andrea Nameche is insurance licensed in the following states Ohio, Colorado, California (0G74181), Florida, Indiana, Kentucky, Pennsylvania, Massachusetts, Virginia, and Wisconsin.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 8425 Pulsar Place, Suite 450, Columbus, Ohio 43240. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 614.785.5100. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Columbus Financial Group, Inc. is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member FINRA, SIPC.

The Registered Representative is securities licensed in Ohio, Colorado, Florida, Virginia, Alabama, and Kentucky, and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

Columbus Financial Group

8425 Pulsar Place, Suite 450
Columbus, Ohio 43240
614-785-5100
E-mail Andrea
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