NSWC Financial Services

 

Serving businesses and individuals in and around the Fredericksburg area, NSWC Financial Services offer qualified financial professionals, local customer service and an emphasis on strong relationships.

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Our product portfolio includes, but is not limited too: 

  • Group Employee Benefit Plans
  • Life and Disability Income Insurance
  • Health Insurance
  • Long Term Care Insurance
  • Annuities                                                              
  • Investments
  • Retirement Plans

 

 

"People are our calling,
our passion,
and our business"


 

NSWC Financial Services wants to help you plan for your future...With proper insurance and investments...With appropriate employee benefits, executive compensation, and retirement plans...With good business, insurance and estate transfer strategies.

 

 

 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

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