Financial Planning for NACDA Members
Why financial planning matters at every stage of your career
Developing a personalized financial plan with a qualified advisor gives you a clear understanding of your current financial picture and a roadmap designed to help you reach your financial goals.
As a NACDA and Affiliates member, you receive a comprehensive financial plan at no cost. Your advisor will help you clarify your goals, identify potential obstacles and recommend long-term strategies tailored to your career and life.
You may choose whether to implement the recommendations of your financial professional, some of which may result in fees or charges.
You’re under no obligation to purchase products or to continue working with an advisor.
Schedule an on-campus visit
Complete the form to receive your complimentary financial plan or schedule an on-campus meeting with your advisor.
Your information will be used exclusively for GamePlan and will not be shared for any other purposes.
Ready to get started?
Interested in receiving your complimentary financial plan or scheduling an on-campus meeting with your advisor?
Please provide your contact information or reach out to us directly, and a member of our team will be in touch soon.
Call us at 800-319-6301 or
email us at gameplan@ameritas.com.
Stages of life and financial planning strategies
Financial planning is essential at every stage of life. Whether you’re just starting your career, building a family or preparing for retirement, having a tailored financial plan can help you achieve your goals and secure your future. Here are some examples that this service can help with:
EARLY CAREER
Budgeting and saving:
Create a budget, start saving early and build an emergency fund.
Debt management:
Manage student loans and other debts effectively.
Insurance coverage:
Ensure you have adequate life and disability income insurance coverage.
FAMILY BUILDING
Home ownership:
Plan for purchasing a home and managing mortgage payments.
Education savings:
Save for your children’s education through dedicated savings
plans.
Investment basics:
Begin investing to grow your wealth over time.
MID-CAREER
Investment diversification:
Diversify your investment portfolio to balance risk and reward.
Retirement contributions:
Increase contributions to retirement accounts and review your
retirement goals.
Estate planning:
Create or update your will and consider estate planning options.
PRE-RETIREMENT
Debt reduction:
Pay down debts to reduce financial burdens in retirement.
Healthcare planning:
Evaluate long-term care and healthcare needs.
Retirement lifestyle:
Plan for how you want to spend your retirement years financially.
RETIREMENT
Income management:
Ensure a steady income stream through pensions, savings and
investments.
Expense management:
Monitor and manage your expenses to maintain financial stability.
Legacy planning:
Plan for the distribution of your assets and leave a financial
legacy.
About Ameritas
Ameritas provides the products and services you need to develop your comprehensive financial plan. As a mutual organization, we serve the best interests of our policyholders and members, not outside stockholders. Since 1887, we’ve been free to think long-range and invest in sustainable growth to deliver on our promises. Our tradition of financial stability is backed by our group ratings. These are a few of the many reasons NACDA partnered with Ameritas to offer you GamePlan.
Learn more about Ameritas and our mission of fulfilling life.
Representatives of Ameritas do not provide tax or legal advice. Please refer clients to their tax advisor or attorney regarding their specific situation.
Securities offered through affiliate Ameritas Investment Company, LLC (AIC), member FINRA/SIPC. Financial planning and investment advisory services offered through affiliate Ameritas Advisory Services, LLC (AAS).
AIC and AAS are under common ownership and control of Ameritas Life Insurance Corp.
Annuities, disability income insurance and life insurance are issued by Ameritas Life Insurance Corp. in approved states and by Ameritas Life Insurance Corp. of New York in New York. Policies, index strategies and riders may vary and may not be available in all states. Guarantees based on the claims-paying ability of the issuing company.