.png/:/rs=w:2000,h:1000,cg:true,m/cr=w:2000,h:1000)
About Us
Our Belief
- At NBM Financial Services, we passionately believe that everyone should have the tools and knowledge to effectively manage their finances. We're dedicated to empowering individuals with the confidence and expertise in their financial journey. Our team of experts will work closely with you to design a customized Infinite Banking strategy that aligns with your goals and aspirations. Take the first step towards financial freedom today with NBM Financial Services.
- NBM Financial Services' affiliation with Impact Wealth Innovations, Nancy Versoza, CEO, renowned for her expertise and NNI certified practitioner of Infinite Banking Concept, we provide personalized strategies and insightful guidance to our clients who are looking to apply the IBC strategy in their finances.
%20(6%20x%208.5%20in).png/:/cr=t:2.93%25,l:0%25,w:100%25,h:94.13%25/rs=w:1209,h:1612,cg:true)
Resonance
Below are those who can most benefit of the concept:
- 1. Real Estate Investors: Through Infinite Banking Concept- unlock the power of leveraging the policy's cash value to fund property investments, renovations and more, while maintaining control and liquidity.
- 2. Small Business Owners: Gain peace of mind by using Infinite Banking to finance business expenses, cover emergencies, and secure financial future while maintaining access to capital for your enterprise.
- 3. High-Income Earners: Maximize your earnings with a tax-efficient savings strategy that allows you to accumulate wealth, access funds when needed, and build a secure financial foundation for the future.
- 4. Families Planning for College: Take control of rising education costs by utilizing Infinite Banking to save for your children's educational expenses, leveraging the policy's growth potential and tax benefits to secure their future.
- 5. Individual Seeking Retirement Planning: Plan for a comfortable retirement with confidence, knowing that Infinite Banking provides a tax-advantage way to build wealth, generate income and enjoy financial security during your golden years.
Aspiration
Our vision extends beyond financial services; we aspire to be a guiding force in our community. By leading with integrity, fostering connections, and actively contributing to local initiatives, we aim to inspire others and create lasting value beyond the realm of finance. At NBM Financial Services, we're committed to being more than just a financial partner; we're dedicated to being a trusted leader and advocate for progress in our community.
Client Focus
Our specialized services cater to the diverse needs of our clientele. From providing insurance protection tailored to women age 30 to 65, to assisting business owners in optimizing tax savings and enhancing employee benefits, we offer comprehensive solutions designed to meet the specific requirements of each client segment we serve.
Comprehensive Guidance
At NBM Financial Services, we understand that financial success requires personalized strategies aligned with individual goals. That's why we offer comprehensive financial guidance, crafting customized strategies that address the unique needs and aspirations of both individuals and business owners alike. With our holistic approach, we empower our clients to confidently navigate their financial journeys and achieve lasting prosperity.
Nenita B Morales
Nenita B. Morales embarked on her journey in Financial Services on
September 26, 2018, initially as a part-time endeavor. Specializing in life insurance protection and retirement planning, she dedicated herself to serving clients with utmost care and expertise.
With wealth of experience spanning 24 years in retirement planning,
Nenita has navigated through a myriad of scenarios, offering tailored solutions to meet her clients’ diverse needs. Her commitment to understanding each individual’s unique circumstances has earned her a reputation for providing comprehensive and personalized financial guidance.
Driven by passion for empowering others to secure their financial futures, Nenita continues to stay abreast of industry trends and best practices, ensuring that her clients receive the highest level of service and support.
Contact Us
Get Started Today
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
NBM Financial Services
Hours
Today | Closed |
