Services

College Savings

As a courtesy to our existing clients we are happy to establish an American Funds 529 Plan. As parents of college students ourselves we believe in the importance of a secondary education and it is our privilege to help facilitate these accounts. There is a one-time plan establishment fee and afterwards we will maintain records and provide customer service for the plan.

Financial Advice

Advice comes in many forms, but we feel listening is most important.
We listen to your needs and your dreams and work tirelessly
to assist you in achieving those dreams.  Our advice is tailored
to your specific situation or goal, no matter how big or small.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (757) 340-7006
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Address:

    468 S. Independence Blvd Ste. B-122
    Virginia Beach, VA 23452

DISCLOSURE: Your use of this website is acknowledgement that you have read and understood this complete page. This website is a publication of Nautilus Financial Group, Inc. (NFG). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Karrie A. Thomas, CFP® is an Investment Advisor Representative of and offers investment advice through Nautilus Financial Group, Inc. (NFG). NFG is registered as an investment adviser in the states it conducts business in. It only transacts business in those states where it is properly notice filed, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators and does not indicate that the adviser has attained a particular level of skill or ability.

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