One Tower Lane
We support you with the financial services needed to grow and preserve your wealth.
The ultimate goal: to optimize investment performance while being mindful of tax implications.
Since the Great Depression of the early 1930s, there have been 14 US recessions. We may not know now the market will behave from month to month, but there is one thing that we do know: the market will prevail with time. Benjamin Franklin once said, “If you fail to plan, you are planning to fail.”
Your plan will be regularly reviewed and your portfolio carefully rebalanced. We will work with you closely to make sure your plan grows and moves with you.
What’s important to you is important to us, and what could be more important that enjoying your retirement when you’ve finally reached that milestone?
An income strategy that is prudent, tax-efficient, and addresses the issue of longevity is imperative in retirement.
A well-developed withdrawal strategy gives you confidence to enjoy all that retirement has to offer. You will always be part of the planning process, so together, we will develop a plan that considers the up and down markets while keeping your needs at the top of mind.
You’ve worked your whole life for this and you should be enjoying every moment of it. We want to help you with the planning so you can focus on the joy of retirement like making memories with your family or traveling the world.
Success comes from careful planning, and insurance is no exception.
When people think insurance, they often don’t consider the following:
From Life Insurance to Long Term Care, let us make sure that the coverage you have is appropriate and cost efficient.
Our goal is to work with you so that you can answer the questions above with ease and confidence.
“It is spending oneself that one becomes rich.” – Sarah Bernhardt
If you’re looking to give more to your family, church, or charity, here are somethings you may want to consider:
We specialize in being able to advise and support you in coming with best tax advantaged ways to facilitate generosity and help you make a lasting impact.
Your child might be headed off to college by themself, but you don’t have to plan for college by yourself.
It’s no secret that the cost of college continues to aggressively outpace inflation and wage increases. For matters like this, it is incredibly important to make informed decisions. Our goal is to help you understand any adverse impacts that may arise when it comes to education planning.
Raising a child takes a village, and sometimes, so does paying for college - our education planning discussions are aimed to help not only parents, but also any other family member(s) in a position to help.
Planning thoroughly now will allow you to provide your loves ones with the one of the best gifts. Though we do not provide legal advice, we will help you work with your estate planning counsel to understand your current plan.
Our support and services include:
We understand that few people want to think about what will happen at the end of their lives, so let us lighten the load.
Our team’s tax expertise puts us in a great position to work with your existing tax professional to make sure that you are maximizing your tax benefits. We can review your tax situation and add value through providing tax-efficient strategies to accomplish your goals.
If your preference is a more integrated approach, we can discuss the advantages of having our team work as your all-in-one team to support on both wealth management and tax planning directly
Since the Great Depression of the early 1930s, there have been 14 US recessions. We may not know now the market will behave from month to month, but there is one thing that we do know: the market will prevail with time.
Benjamin Franklin once said, “If you fail to plan, you are planning to fail.”
Are you still on track to living your best financial life in retirement?
To quote Warren Buffet, “Someone’s sitting in the shade today, because someone planted a tree a long time ago”.
Here are some questions to ask yourself if you’re wondering whether or not you’ll have enough shade:
We work through various scenarios with one priority in mind: making sure you can do what’s necessary to retire on your terms.
We take care of the little things during this process so that you’re set up for success when you’re ready to do the big thing: Retire.
NFS receives compensation based on a percentage of assets under management – our minimum portfolio management size being $500,000.
For those who do not satisfy the portfolio minimum, we can still provide help and support through our Financial Planning services.
Services include financial plan development and analysis of specific questions, with associated action plan development for the client’s self-implementation. Fees for this service are assessed on an annual basis.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Financial Goal Setting Plans
Charitabe Giving Plans
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
Relocation Tax Issues
State Tax Return Preparation
Representation Before the IRS
Tax Return Preparation
Individual Tax Preparation & Planning
Business Start Up, Counsel and Corporate Taxes
Small Business Accounting Services
IRS and State Tax Audits
Income, Gift, & Estate Tax Returns
One thing is certain when it comes to working with our team – you will have a financial plan.
My Areas of ServiceInvestmentsMutual Funds, Stocks and Bonds, Fee-Based Asset Management Services, ESG Investing
Retirement PlanningIRAs, 401(k) Plans, Pension/Profit Sharing Plans
Insurance PlanningFixed and Variable Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed and Variable Annuities
Estate PlanningInsurance Needs Analysis, Business Ownership Succession Plans, Charitable Remainder Trusts
Education Planning & 529 PlansGeneral Financial Planning and Goal SettingGeneral Accounting & Tax ServicesMy Service PhilosophyI am dedicated to helping you achieve your financial relationships for the long term. We know that your financial situation will continue to change as your individual circumstances change. To address that, I will meet with you periodically to review your current investment needs and make the necessary adjustments, whether to address a family situation or an approaching retirement. I believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that I will offer investment guidance and support that's tailored to your specific situation.
We are dedicated to helping you achieve your financial relationships for the long term. We know that your financial situation will continue to change as your individual circumstances change. To address that, we will meet with you periodically to review your current investment needs and make the necessary adjustments, whether to address a family situation or an approaching retirement. We believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that we will offer investment guidance and support that's tailored to your specific situation.
InvestmentsMutual Funds, Stocks and Bonds, Fee-Based Asset Management Services, ESG Investing
Education Planning & 529 Plans
General Financial Planning and Goal Setting
General Accounting & Tax Services