Welcome to National Financial Services Group
Whether you are planning for retirement, raising a busy family, looking to grow your investments or running your own business, we can help you address your most important financial needs. We invite you to explore the wealth of financial information here and to learn more about the work we do. We are dedicated to educating our clients and giving them the facts they need to make confident, well-informed decisions about their financial futures.
Our site is filled with entertaining videos, informative online presentations, messages from our associates, current articles, financial calculators and more - all with content that really matters. It is not just a website – it’s an interactive experience designed to help you learn more about the world of personal finance. We invite you to spend some time looking around and if something prompts a question, just send us a quick note or call our office. We would welcome the chance to talk with you.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The tax rules that govern donating art are complex and confusing. Take a closer look.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
A four-step framework for building a personal legacy.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
When do you need a will? The answer is easy: Right Now.
Taking your Social Security benefits at the right time may help maximize your benefit.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Women must be ready to spend, on average, more years in retirement than men.