You’re Trying to Make Smart Financial Plans
for Your Future, But Where Do You Even Start?
Let’s be honest, trying to figure out what kind of insurance you need is overwhelming.
You might be asking
Do I need life insurance, disability, or both?
What’s the best way to save for my kid’s college or for retirement?
Should I be on Medicare, ACA, or something else?
How do I know I’m on the right plan, not overpaying, or underprotected?
You’re not alone.
Most people don’t know where to begin and that’s okay.
That’s exactly why NVY Group exists.
We listen first, educate second and recommend the best insurance plan for you.
A Trusted Partner for Real-Life Financial Planning
At NVY Group, we don’t just sell policies.
We help you figure out what kind of protection or planning you actually need, and how to get it without stress or confusion.
Whether you’re:
Just starting out
We’ll help you recommend the best insurance plan that meets your needs and income capacity.
Here’s How We Help You
No matter what stage of life you’re in, we help you cut through the confusion and get the protection you need, without the overwhelm.
Here’s how we make it easier:
Personalized Insurance Guidance
We help you choose the right plan based on your needs, income, and life stage
Compare options side-by-side, life insurance, Medicare, ACA, annuities, and more
Get clear, honest explanations (not industry jargon)
Avoid common mistakes and missed opportunities
Education & Clarity
Understand confusing terms like premiums, deductibles, “Parts A, B, C, and D”
Learn how to maximize your benefits and avoid common mistakes
Feel confident about what your plan covers and what it doesn’t
Financial Planning Support
Protect your family with the right life insurance
Learn how to save for college, retirement, or emergencies
Get tax-free savings and guaranteed retirement income options
Explore legacy planning and wealth transfer strategies
Time-Saving Services
We handle the research, comparisons, and applications for you
You’ll never wait on hold with a government agency again
Proactive support before renewal periods or policy changes
Independent, Honest Advice You Can Trust
We’re licensed brokers, we work for you, not an insurance company
We offer customized solutions, not one-size-fits-all policies
You’ll always get recommendations in your best interest, not ours.
Best Part?
Our Guidance Is Free
There’s no charge to work with us.
No hidden fees. No pushy sales tactics. Just clarity, peace of mind, and a real person on your side.
Insurance Policies We Can Help You With
Life
Protect your family with affordable coverage that fits your goals — including term, whole, or policies that build cash value.
Learn MoreIncome Protection
What happens if you get sick or injured and can’t work? We help you set up short- and long-term disability coverage that keeps life going even when you’re off the clock
Learn MoreHealth Coverage (ACA Or Medicaid)
Whether you're under 65 and exploring Marketplace (ACA) options, or approaching 65 and trying to make sense of Medicare, we help you get the right plan, and explain every step.
Learn MoreFamily Protection
Make sure your household is covered if something unexpected happens. We help you protect your income, safeguard your children’s future, and keep life stable for the people who depend on you.
Learn MoreLegacy Planning
You’ve worked hard to build something that matters. We help you protect your assets, minimize taxes, and create a clear plan to pass on your wealth — without court delays or confusion.
Learn MoreTax-Free Savings Plans
Grow wealth for retirement, college, or future goals, without handing half to the IRS. These tools work for everyday savers, business owners, and high-income earners alike
Learn MoreCollege Funding
Save for education without relying on student loans. We offer flexible, tax-friendly strategies even if you're getting a late start.
Learn MoreRetirement & Annuities
Want guaranteed income in retirement? We help you compare options, including annuities and understand how to turn your savings into monthly income that lasts.
Learn MoreBusiness Coverage
From liability to group health to key person insurance, we help protect your company, your income, and your team with smart and sustainable recommendations.
Learn MoreWhat If I Don’t Know What I Need?
That’s exactly what the free consultation is for.
* Talk about where you are in life, work, or family
* Learn what insurance plan you’re most concerned about (and what you want to achieve)
* Recommend clear next steps, with no pressure and no hard sell
We’ll guide you, whether you’re 25, 55, or 75.