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Financial Planning

While we offer a wide range of comprehensive services, we have focused our firm on helping individuals and families plan for retirement and other life goals. These services include:

Income Planning

Income planning is a critical element of a solid retirement strategy. A primary financial goal is to have a consistent and reliable stream of income that will last through retirement. We can help clients address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to ensure those assets last.

401(k) Rollovers

A company-sponsored 401(k) is one of the most common retirement plans, but when was the last time you managed your investments in this account? Our professionals can help you decide how much to contribute to this retirement account while you're working, as well as help you roll it over when you switch employers or prepare for retirement.

Social Security

As clients approach retirement, many have a number of questions regarding Social Security. How much will my income benefit be? How do I maximize my benefits? When should I begin taking Social Security? We understand the complexities of Social Security and can address my clients’ questions.

Investments and Asset Management

Many clients transitioning into retirement are focused less on taking risks and focused more on managing and preserving their wealth. We help clients analyze their income sources and determine how to match them with future expenses.

College Planning

Sending your children or grandchildren to college is no easy feat, which is why we walk you through some of the most common savings techniques and discuss education goals for your family. We will incorporate college planning into your financial strategy when needed.

Investment and Wealth Management*

Whether you are just starting on your investment journey or have worked for decades to build your assets, we can help you find the investment vehicles that are right for you. We have access to a wide array of products, including ETFs and annuities, and can craft a plan that aligns with your needs and goals.

Estate Planning**

Many individuals, couples, and families don’t just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs. However, the financial side of estate planning is often overlooked and can have a significant impact on one's family. We can assist clients in articulating their estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.


To determine which investments may be appropriate for you, consult with your financial professional. Please remember that investment decisions should be based on an individual's goals, time horizon, and tolerance for risk.

*Fixed insurance products and services may be provided by a third party. Please consult with your representative to confirm on which company's behalf services are being provided.

**Registered Representative is not an attorney. The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy. NPC does not provide legal advice.