MEMBER SERVICES

Fee Only Membership Model

No hidden fees, no commission, no hidden agenda. NFO's mission is to provide all of your financial advisory needs under one roof with a very simple and transparent membership fee model. Membership services include retirement planning, investment guidance, portfolio monitoring, tax services, budgeting and estate planning. See "NFO Membership Options" below for more details on membership plans.

Top 5 Reasons to Use NFO

1.) Unparalleled personal service including check-in meetings with members

2.) All your financial advisory needs under one roof including personal tax filings and preparation of basic estate planning documents

3.) NFO helps manage your assets and execute trades, but you maintain custody of your assets meaning you have complete control of all money that moves in and out of your accounts

4.) No conflict of interest as there are no fees or commissions earned from investment recommendations

5.) Advisors have both financial and accounting backgrounds to better serve members

Top 5 Reasons to Use a Financial Advisor

1.) Attractive ROI (return on investment) from making good investment decisions

2.) Helps avoid costly financial mistakes

3.) Ensures a professional is looking over your finances when you don't have time

4.) Serves as a sounding board for discussing life changes or financial issues/opportunities

5.) Never too early to start retirement planning

NFO Membership Options

NFO recognizes that not every person has the same profile. Regardless of the situation, NFO likely has a service option that fits your needs. For more information, email info@nfofinancialadvisory.com .

Regular Membership:

Quarterly "check-in" meetings to discuss your portfolio and review any updates to your financial situation (virtual meetings are offered for scheduling flexibility)
Ongoing monitoring of investments to ensure investment objectives are being met
Personal tax return completed and filed on an annual basis (discount provided if you have a tax accountant you would like to continue to use)
Preparation of basic estate planning documents (Wills and Power of Attorney)
Ability to call for help with any accounting/financial questions or concerns as they arise
Monthly market commentary and quarterly newsletters including sector valuations

Premium Membership:

Monthly "check-in" meetings to discuss your portfolio and review any updates to your financial situation
Includes financial guidance and tax services for small businesses
All "Regular Membership" services above are also included

NFO On Demand:

Financial consulting on a per hour basis
Hourly rate and estimated total hours for the job will be provided in advance of service
Personal tax returns completed on an "a la carte" basis for a fixed fee