Financial and investment planning

NFO stands for "New Financial Offering" as NFO's business model is very unique in the industry. NFO offers a one-stop shop for financial advisory services utilizing a membership model where all services are included in the membership at no additional cost. See "Member Services" page for additional details. NFO offers a personal touch and level of care that you just can't get from most larger financial institutions that are heavily focused on fees and selling their own products.  

Areas of expertise include retirement planning, investment guidance, budgeting, personal income taxes, portfolio allocation and asset diversification strategies, IRAs (including SEP IRAs), IRA conversions, Roth and traditional 401Ks, 401K rollovers, 403Bs, TSPs, military finances, 529 college savings plans, insurance needs assessment (including auto, home, life, umbrella, etc.), stock option and stock purchase plans, Medicare and long-term care planning, annuity/income for life planning, social security, pensions, Required Minimum Distribution (RMD) planning, estate planning (including Wills and Power of Attorney), and much more.