My Services
With years of experience managing complex financial situations—especially those unique to military and law enforcement professionals—I offer personalized financial planning that takes your full benefits picture into account. Whether it’s navigating the Thrift Savings Plan (TSP), understanding pension options, transitioning from SGLI to VGLI, or incorporating VA compensation into your long-term strategy, I’m here to help you make informed, confident decisions.
My mission is to equip you with the knowledge and tools to build a secure financial future—both in uniform and beyond retirement.
Personal Planning
Through my fee-for-advice financial planning process, I help you make informed decisions across all six key areas of personal finance. By integrating each of these areas, I provide a comprehensive, personalized plan to support your goals now and in the future.
Business Planning
As your advisor, I take a strategic approach to understanding your business operations and financial flow, with an emphasis on attracting and keeping top talent. I offer guidance in four key areas: managing cash and liabilities, protecting your business from risk, optimizing employee benefits, and identifying tax-efficient strategies tailored to your goals.
Individual Solutions
In addition to comprehensive financial planning, I also offer personalized consultations focused on specific financial needs and solutions. These include annuities, retirement and education planning, life and disability insurance, long-term care strategies, and individual retirement accounts (IRAs). Each consultation is tailored to help you make confident, informed decisions for your future.
Adrian Nagy has the permission of the Office of Federal Employee’s Group Life Insurance (OFEGLI) and the Federal Employees Retirement System to offer publicly available information and resources about the employee benefit plan; and Adrian Nagy is not paid or endorsed by the OFEGLI or the Federal Employees Retirement System. [MMLIS Securities Disclosure for the reps] The office of Federal Employees Group Life Insurance and the Federal Employees Retirement System are not subsidiaries of or affiliated with MML Investors Services, LLC or its affiliated companies. The Office of Federal Employees Group Life Insurance and the Federal Employees Retirement System do not endorse or recommend Adrian Nagy or Valor Strategic Wealth.