Don’t Do It Alone—We Can Help
Putting off financial planning is never a good idea. Doing it yourself takes time away from your job and family, and could mean that the job doesn’t get done properly.
At NFI, we have over 60 years of collective experience in creating financial plans and managing investments. You can come to us for sound personalized advice on how you can live the life you dream about by achieving your financial goals.
Planning your financial future begins with a series of meetings:
We actively monitor your plan, making adjustments as we go, and will additionally meet with you as necessary. We make a point of contacting you to keep in touch and stay on top of developments in your life that can affect your financial health.
Our services focus on planning for three of your most vital financial needs: RETIREMENT PLANNING, ESTATE PLANNING and EDUCATION PLANNING. You can read about these services in greater depth in the pages that follow.