National Financial Group, located in Carmel, IN, is a reputable insurance and financial services firm offering a range of products and services to residents of Indiana. With a team of experienced associates, they provide expert guidance and solutions for financial security, including investment advisory services through Ameritas Advisory Services (AAS) and securities and investments through Ameritas Investment Company, LLC (AIC), a member of FINRA and SIPC. National Financial Group also offers informative resources such as articles, calculators, flipbooks, and newsletters to help individuals make informed financial decisions.
As a trusted partner, National Financial Group assists business owners in organizing as an LLC, providing a separate legal entity to protect personal assets from potential lawsuits. They also educate clients on mortgage recasting as an alternative to refinancing, allowing homeowners to reduce monthly mortgage payments without the need for a full refinance. Additionally, National Financial Group stays up-to-date with the latest financial news, including new Medicare rules and the impact of the SECURE 2.0 Act on required minimum distributions, ensuring clients have access to relevant information for their financial planning needs.
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