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Achieving the kind of retirement you want doesn’t happen by itself—you have to plan for it. At NFI, we craft your plan by thinking of it in three phases.
A good estate plan should be flexible and adaptive, several legal documents are essential to an estate plan.
We take a hands-on approach. We design a sensible asset allocation strategy that maintains a steady course because we monitor both the broad markets and your individual holdings on an ongoing basis.
Our approach can turn education funding from a problem into a solution.