Frequently Asked Questions (FAQ)

NGC Global Wealth Management, Inc. is a boutique, high-touch wealth advisory firm serving high-net-worth individuals, business owners and retirees. Through guidance from our experienced advisors, we provide financial planning and wealth management services that shatter financial barriers to help our clients build a legacy of success.

Financial planning and wealth management services can be incredibly beneficial in building and protecting your financial future. An experienced financial advisor can help you strategically plan for your future and account for important financial matters that you may not have considered or have knowledge of. For example, an NGC Wealth advisor can offer support for retirement planning, asset management, risk mitigation, as well as estate and tax planning. Our advisors can also help guide you in selecting insurance solutions that safeguard your wealth and provide security for the years ahead.

At NGC Wealth, our financial planning services are customized specifically to your situation. We design financial plans and wealth management solutions tailored to your unique goals, then walk with you through every stage of life to ensure they stay aligned. For example, if you’re looking to obtain life insurance or organize a plan to protect your assets, we can work with you to understand not only your needs but also the needs of your loved ones.

We’ll speak directly with family members, wherever you’re comfortable, whether in your home, via Zoom, or at our offices in Minneapolis. By building long-term partnerships rooted in trust and understanding, we help you create a financial plan that supports your family today and for generations to come. Visit our personalized financial planning page for more information.

It’s important to work with an advisor who is legally and ethically certified to act in your best interest. Financial advisors should be willing to understand your unique goals, risk tolerance and family needs on a personal and ethical level. At NGC Wealth, we know that no financial plan is a one-size-fits-all solution.

Through a rigorously maintained code of ethics, we deliver custom wealth management strategies with a mission to empower our clients to “break through glass ceilings” in their financial lives, building confidence, clarity and long-term security. NGC Wealth also proudly enforces a code of ethics that is reviewed, accepted and signed by each NGC Wealth employee yearly to reinforce our commitment to practicing the highest ethical standards in all we do.

The frequency of meetings with a financial planner can vary depending on your specific situation, needs and goals. Initially, you may want to have more frequent meetings to establish trust and help your advisor understand your wishes and concerns. Once you feel understood, you may only meet with your advisor on an annual or semi-annual basis, if your circumstances change, or to simply review progress.

At NGC Wealth, we believe financial planning should be straightforward and valuable. That’s why we offer a one-time comprehensive financial plan for a single fee — with no hidden or recurring charges. Your plan isn’t static; we refresh and revise it as needed to keep it aligned with your evolving goals. Think of it as an investment in a living, growing strategy designed to move with you through every stage of life.

Visit https://www.ssa.gov to find valuable information regarding Social Security. Find links to resources or reach out to us and we’ll guide you through the Social Security process, including how to apply and more.

Visit https://www.aarp.org and explore the Find Help page to find answers to commonly asked questions.

Visit https://www.irs.gov/ and explore the “how can we help you” section, where you can find helpful links regarding forms and instructions, tax information and more.