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RETIREMENT PLANNING & FINANCIAL SERVICES

WHAT WE DO

Plan Today for the Tomorrow You Deserve.

At Name Benefits, we bring decades of expertise to help you build a secure financial future. Led by John Nalepka, who has held his securities license and registration since 1992, we specialize in personalized retirement planning and financial services. From managing Individual Retirement Accounts (IRAs) to offering qualified retirement plans like 401(k)s for businesses, we provide tailored strategies that align with your goals. Serving clients in Pennsylvania, New Jersey, and New York, our commitment is to guide you confidently through every financial decision.

What We Offer:

01

Individual Retirement Accounts (IRAs)

Maximize your retirement savings with personalized IRA options, including Traditional and Roth accounts, customized to your financial goals.

02

Qualified Retirement Plans for Businesses

Empower your employees with retirement solutions like 401(k) and Simple IRA plans that align with your company’s goals while remaining competitive in today’s market.

03

Retail Investment Accounts

Explore flexible investment opportunities tailored for individuals and businesses, from portfolio management to diversified asset planning.

Secure Your Future Today

Ready to start planning your retirement or explore financial opportunities? Contact us today to schedule a consultation with John Nalepka, a trusted financial advisor with over 30 years of experience.

Our Process

Clear Steps Toward Financial Success

We know that retirement planning & financial services can feel overwhelming, so we’ve created a straightforward process to guide you every step of the way:
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Discovery Meeting

We start with a deep dive into your financial goals, current situation, and long-term vision.



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Customized Plan Creation

Using our extensive knowlege, we design a financial strategy tailored to your specific needs, incorporating options like IRAs, 401(k)s, or diversified investments.

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Implementation & Ongoing Support

Once your plan is in place, we provide continuous guidance, monitoring your investments and ensuring your financial goals remain on track.

*In accordance with company policies trades cannot be accepted by voice mail or email. All securities offered through The Investment Center, Inc. Member FINRA/SIPC. John Nalepka is a registered representative of The Investment Center, Inc. and is licensed to sell securities in CA, NJ, NY, NC, PA, TX and licensed to sell insurance products in NY. Name Benefits, Inc. is not affiliated with The Investment Center, Inc. View the Full Disclaimer

Investment products are offered through The Investment Center, Inc., Member FINRA and SIPC. These products are not insured by the FDIC or any federal government agency; are not a deposit, obligation of, or guaranteed by a depository institution; and are subject to risks, including the possible loss or principal amount invested.*
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