Financial Planning

Thinking about retirement without a plan is like driving in one direction without knowing where you're going.

At NFG, we offer a comprehensive financial planning service that includes a review and analysis of all aspects of your financial situation and a roadmap to put you on a path to financial freedom.

Financial Planning Services

Choose as detailed a financial plan as you prefer and pick the payment option that best fits your budget

Budgeting
Goal Planning
Insurance Review
Investment Profile
Financial Statements
Portfolio Analysis

College Planning
Retirement Cash Flow Planning
Social Security Strategies
Estate Planning (Wills, Trusts)
Comprehensive Report
Financial Planning Portal

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Financial Planning for Business Owners

If your business is one of your largest financial assets then it should be included in your overall financial plan and a plan should be implemented to maximize it's value.

Business Owners

$Call for Quote

Evaluate P&L for Profit Opportunities

Establish business versus personal financial structure

Monthly meetings to discuss P&L and strategy

Evaluate and Implement Tax Strategies

Assess Exit Strategies through sale or transfer

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What to Expect on our Initial Consultation

We can't help you unless we fully understand you personally, your current situation, and whether we are a good fit for your needs. For this reason, our initial call is a getting to know each other session.

Schedule Consultation

We will ask a lot of questions on are initial call. It's important that you answer as honestly and as detailed as possible so we can understand the entire picture.

We urge you to ask as many questions as possible but don't worry if you forget to ask us about something. You can always reach back out later.

If after our initial conversation, we mutually decide to move forward, we will send you a request for more detailed information so we can properly craft a plan that is suitable for you.

We will set up a timeline with goals and objectives and a schedule for our monthly meetings, plan updates, and guidelines for next steps.