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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.
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.
Education
Our approach can turn education funding from a problem into a solution.
Estate
A good estate plan should be flexible and adaptive, several legal documents are essential to an estate plan.
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..
NFI, LLC Newsletter
Investment Updates
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With Economic Recovery Intact, Stocks Are Near Record Again
Despite the Delta variant, inflation fears, and supply chain disruptions, and uncertainty in Washington on
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Planning Briefs
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The growth of the economy drives investment returns, and plain and simple, corporate profits—that is,
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