Banking/Financial Planning

Hampton Roads

Accurately Done Financials. (757) 271-8910 | www.accuratelydone.com
One hundred dollars ($100.00) off debt and mortgage accelerated payoff program. No change to your monthly spending. Free analysis, lifetime access, one year free coaching $1,800 value). Fifty dollars off credit coaching. Free report every 90 days. Identity theft protection for one year. Current copy paystub, ID, or W-2 to receive discount.

James Bales Financial, LLC. 729 Thimble Shoals Blvd, Unit 1E, Newport News, VA 23606 | James Bales (757) 591-9404 | office@balesfinancial.com
James Bales Financial, LLC is an independent full-service financial advisory firm, with over 20 years specializing in retirement planning, investments, and insurance needs. We focus specifically on retirement income, and strive to bring comfort to your life in retirement. We are pleased to offer a complimentary initial consultation to help you analyze your individual situation and pinpoint where our expertise may be of greatest assistance. We will also provide a copy of our Estate Planning Organizer, a system designed to simplify the process of consolidating the information your loved ones would need to have in one place, should something happen to you.

The Faivre Agency, Inc. (State Farm). 2052 S. Independence Blvd., Suite 007, Virginia Beach, VA 23453 | Paula Faivre at (757) 340-3999 | paula.faivre.t2eo@statefarm.com | www.paulafaivre.com
Free insurance and financial review. Free quotes on all products. No application fee for mortgage or refinances. Show ID badge or pay stub for proof of employment.

Johnson, Gasink & Baxter, LLP. 1138 Professional Drive, Suite A, Williamsburg, VA 23185 | (757) 220-9800 or (877) 790-4555 | www.williamsburgtrusts.com
Johnson, Gasink & Baxter, LLP (JGB) is a boutique law firm based in Williamsburg, VA. JGB has satellite offices in Virginia Beach and Richmond and exclusively focuses its practice in the areas of Estate Planning, Estate Administration and Business Planning. JGB would like to offer to all Huntington Ingalls Industries employees a free estate or business planning consultation, in addition to a 10% discount on any work completed.

Lance MGMT Financial Services. 440 Monticello Ave., Suite 1855, Norfolk, VA 23510 | Justin Cintron (757) 483-8384 | justin@lancemgmt.com | www.LanceMGMT.com
20 percent off published prices. Present valid employee ID or W-2 issued by HII.

Middle Peninsula Insurance & Financial Services. 5360 Discovery Park Blvd., Williamsburg, VA 23188 | (757) 229-0841

Financial Services, Joe Fernandes | www.midpenfs.net: With the employer-sponsored CollegeAmerica 529 Plan now available at HII, you can invest for your children’s or grandchildren’s college education with no upfront sales charges. Through the American Funds mutual fund family and financial advisor Joe Fernandes, HII employees can now get personal assistance with college planning.

Property & Casualty Insurance, Matt Slye | www.midpen.net: Free home and auto insurance reviews. Free quotes on all products. Middle Peninsula is an independent insurance agency offering personal insurance products from more than 15 insurance companies, which allows us to be very competitive and flexible with our pricing and coverage options.

Law Office of Dennis W. Tackett, PLLC. 923 First Colonial Road, Suite 1818, Virginia Beach, VA 23454 | (757) 222-9955
Free 30 minute in office or phone call consultation regarding any legal matter. 20% discount from normal legal fees regarding any legal matter where client has hired the attorney.

SunTrust Bank. Sarah Kiah Morton, Hampton Roads SunTrust at Work Coordinator, (757) 624-5434 | sarah.kiah@suntrust.com
SunTrust at Work – A premiere employee banking benefits program offered through your employer that provides preferred access to the best that SunTrust has to offer – an exclusive suite of industry-leading accounts and personalized service from a team dedicated to helping you make progress towards your financial goals and feel more confident about your financial well-being. (Huntington Ingalls Industries SAW ID# 76853)

Tidewater Wealth Management. 5001 Kelso Street, Suffolk, VA 23435 | Russell D. Meeks, (757) 374-2966 | rmeeks@tidewaterwealth.com | www.TidewaterWealth.com
Tidewater Wealth Management is a full-service investment firm. We focus our efforts in safely increasing your income during retirement and to make you feel secure in your retirement. Securities offered through Newbridge Securities Corp.- Member FINRA/ SIPC, 1451 West Cypress Creek Road, Ft. Lauderdale, FL 33309. Tidewater Wealth Management is pleased to offer the following discounts:

  • Free “Maximizing Your Social Security Benefit” report (a $100 value). This customized report will help you to determine your ideal age to start receiving benefits, your lifetime benefit, and look to see if there are any ways to reduce you income taxes on your benefit.
  • Customized “NUA Report” for free (a $65 value) to see if you qualify for potential tax savings on your 401k.

Virginia Asset Management. 477 McLaws Circle, Suite 4, Williamsburg, VA 23185 | Susan Martin at (757) 955-8491 |www.vamllc.com
With the employer-sponsored CollegeAmerica 529 Plan now available at HII, you can invest for your children’s or grandchildren’s college education with no upfront sales charges. Through the American Funds mutual fund family and financial advisor Susan Martin, HII employees can now get personal assistance with college planning.

Nationwide

Wealthcare Financial Group, Inc. 4410 East Claiborne St., Suite 334, Hampton, Virginia, 23666 | (240) 245-3434 | msmith@wcfingroup.com |  www.wcfingroup.com
Wealthcare Financial Group, Inc. provides comprehensive financial planning and investment advisory services to individuals and families of Huntington Ingalls Industries. Each employee will receive a free comprehensive financial plan that addresses post-retirement income planning, portfolio management, rollover IRA/Roth IRA, 401(K) investment selection and planning, estate planning, college education planning, pre-retirement income planning, retirement planning with annuities, life insurance and long-term care, charitable giving strategies, pension and stock option analysis. Call us to request a free consultation and/or a second opinion and review of your investments and retirement plans!

 

Gulf Coast

Gulf Coast Financial Consultants. 630 Washington Avenue, Suite D1, Ocean Springs, MS 39564 | Michael A. Pasvantis (228) 818-3229 | mpasvantis@cambridgesecure.com | www.gulfcoastfinancialconsultants.com
Gulf Coast Financial Consultants, Inc. is an independent financial advisory firm. We provide comprehensive financial planning and investment advisory services to individuals and families of Huntington Ingalls Industries. Each employee will receive a free/no-obligation comprehensive financial plan or portfolio review that addresses post-retirement income planning, portfolio management, rollover IRA/Roth IRA, 401(K) investment selection and planning, estate planning, college education planning, pre-retirement income planning, retirement planning with annuities, life insurance and long-term care, charitable giving strategies, pension and stock option analysis. We work with several current and retired employees of Huntington Ingalls. Referrals available upon request. Call us to request a free consultation and/or a portfolio review to make sure your current investments are in line with long-term goals. Available to HII employees in MS, LA, AL, VA, AR.

Wealth CAPS. 89711-B Old Spanish Trail, Ocean Springs, MS 39564 | Justin Struble at (228) 369-9481 | justin@wealthcaps.com | www.wealthcaps.com
Provides comprehensive financial planning and investment advisory services to individuals and families of Huntington Ingalls Industries. Each employee will receive a free comprehensive financial plan that addresses post-retirement income planning, portfolio management, rollover IRA/Roth IRA, 401(k) investment selection and retirement planning with annuities, life insurance and long-term care, charitable giving strategies, pension and stock option analysis. Employees may call and schedule their free consultation/comprehensive financial plan and are entitled to the discount by simply identifying themselves as a HII employee.