"Managing Money Matters"^SM 

Our associates can provide you with the broad product range, the human ingenuity and the technical resources required to serve the needs of the individual, the professional and the large and small business entity.

From financial planning* that's acutely sensitive to evolving needs to tax-advantaged investments* to complete benefit management services, our associates not only have the products to cover your requirements -- but we also possess the professional expertise to simplify the complexities of the entire financial planning process.

Our superb team of in-house specialists is comprised of CERTIFIED FINANCIAL PLANNER^TM practitioners and professionals with designations such as Chartered Financial Consultant (ChFC^®), Chartered Life Underwriter (CLU), Certified Public Accountant (CPA), Certified Funds Specialist (CFS) and more.  Each is specially trained at seeking to enhance your investment, while reducing your taxes.

Every one understands the value of listening to discover a client's needs. And all work together as a team, to formulate programs and solutions uniquely suited to each individual's situation.

Add our proprietary and superior technical support, and you'll find that we provide you with everything you need to pursue your financial goals.

Guiding You Successfully Into The Future
Our five-step process is designed to help you focus on your financial future with clarity and objectivity.


1. Defining Your Investment Goals
2. Analyzing Your Financial Situation
3. Developing A Personalized Program
4. Implementing The Strategies To Pursue Your Goals
5. Reviewing Your Progress

By asking the appropriate questions, our Associates begin the process of fact gathering in order to determine your specific objectives. This leads to the discovery of your unique priorities, which results in a definition of what really matters to you.

Once we have determined where you'd like to go, we take a close look at your departure point. Your departure point is where you currently stand financially. By comparing your objectives to your current financial position, we will have the information necessary to develop a personalized program to help you achieve your goals.

After determining the proper financial vehicles for your personal situation, we will set up the necessary business agreements.

Thereafter, we will meet with you on a regular basis to assess your progress, review your plans and make any adjustments necessary seeking to keep your forward motion as steady and strong as possible.

In this manner, we can show you the way to focus on your future, to invest wisely and to keep your priorities in perspective. We can help you pursue your goals.

Illuminating The Way With Distinct Objectivity

Our focus is to maintain the diversified objectivity necessary towards seeking financial success for each and every client we serve. By representing multitudes of companies and carriers, we are able to deliver one of the broadest ranges of products and services in the industry. This allows us to create the unique solutions that result in individualized success.

Furthermore, by utilizing a team approach when working with each client, we acknowledge the fact that there exists no single individual who represents "the" authority in financial services. This allows our experts in each of their fields to do their best work for each of our clients.

Moreover, we view our business as one of helping our clients win. When our clients win -- we win. When our clients achieve their goals -- we achieve ours. By consistently putting our clients' needs first and foremost, our Firm has grown to a leadership position in the marketplace.

Simply put, we want to be your first choice and single source for financial services. Let us help you chart a successful financial future beginning today.

James L. Cook, Jr., CFS, ChFC
President
National Financial Services Group
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Registered Representative,
Investment Advisor Representative,

Equity Services, Inc.