National Financial Services Group (NFSG) is a comprehensive financial services firm that has built a solid reputation for excellence in service and enduring client relationships. People work with us because they trust and believe that we have their best interest at heart.

We offer personal, business and estate planning strategies which help give our clients the peace of mind that comes from knowing that steps have been taken to protect their futures. Whether it’s planning for a comfortable retirement, the survivorship needs of their families or the continuation of their businesses, clients turn to the associates at NFSG to help meet their personal and business goals and objectives.

We offer our associates a professional environment that encourages career growth through increased knowledge and opportunity and the benefit of what we call “shared intellectual capital” – the financial expertise of more than 150 skilled representatives. You’ll call it invaluable.   

 

 

 

 

 

 

 

Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 1050 Crown Pointe Parkway, Suite 1000, Atlanta, Georgia  30338  (770) 512-5100. National Financial Services Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

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