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.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The true cost of raising a child may be far more than you expect.
Do you know where the idea of “retirement” comes from?
To choose a plan, it’s important to ask yourself four key questions.
Understanding the value of a home warranty.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Do you know these three personal finance sayings?
What is your plan for health care during retirement?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn how to harness the power of compound interest for your investments.
What does your home really cost?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.