How do you define retirement and how much will you need to meet that definition?|Are you on the right path to meet your investing goals?|With the cost of college rising high and quickly planning to fund your child’s education is more important than ever.|Will your assets go to where you want them to go?
How do you define retirement
and how much will you need to meet that definition?|Are you on the right path to meet your investing goals?|With the cost of college rising high and quickly
planning to fund your child’s education is more important than ever.|Will your assets go to where you want them to go?

Retirement

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.

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Investment

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.

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Education

Our approach can turn education funding from a problem into a solution.

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Estate

A good estate plan should be flexible and adaptive, several legal documents are essential to an estate plan.

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When it’s time to choose a financial advisor, there are plenty available with sufficient professional competence and experience. But you can’t choose just anyone to do what’s best with your hard-earned life savings. You need someone you can trust, someone who’ll understand your requirements as well as you do, someone who’ll put your interests first. We at NFI want to help you reach your financial goals and help you turn your dreams into reality. Unlike at larger, more impersonal firms, your account isn’t handed off to a junior-level employee: Our top people work one-on-one with you. As an independent and privately owned company we provide unbiased, objective investment advise. Learn more..

 

Investment Updates

Planning Briefs