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.
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
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Investment advisory services offered by NFG Wealth Advisors LLC, a Registered Investment Advisor