It All Starts with You
Your relationship with National Financial Services Group begins with a one-on-one consultation with one of our experienced financial professionals to discuss your unique situation. It is important that we get to know you as well as your financial needs because the right financial strategy must start with the correct information.
During this meeting, we will gather data and discuss your goals - all integral steps to determining a plan that is right for you. We will not make recommendations until we fully understand your specific values, concerns and objectives. We will use language that you can understand, checklists to make sure we cover all your needs and a process that makes it easy for you to follow and stick to your plan.
Opportunities driven by your needs - not ours
As one of the premier financial services companies in the Southeast, NFSG delivers partnerships that give you unmatched access not only to our vast internal expertise but also to an extensive array of well-respected providers and best-in-class resources. This means that as an NFSG client, you can trust that your goals and dreams are the sole drivers of the recommendations we deliver to you.
Our comprehensive strategies include:
- Tax-advantaged Retirement
- Investment Planning*
- Asset Protection
- College Funding Strategies
- Estate Planning Strategies
- Legacy Strategies
- Tax-Efficient Income Distribution Strategies
- Charitable Gifting
- Long-term Care
Live the life you've always imagined!
If you would like to start a no obligation conversation with one of our Financial Professionals,contact us.