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Our Team. Our Services. Our Approach. Our Firm.

Commitment

 

Our goal is to build and implement financial strategies that meet and exceed our clients' needs, goals, and expectations.

Comprehensive

 

Since 1951, our firm has offered a wide range of services, from a protection overview to risk management solutions.

Client-Centered

 

We believe financial education is key for financial success. We strive to empower clients to make informed financial decisions.



Why National Financial Network?

 

What makes our firm different is adhering to our mission dedicated to helping PEOPLE use a proven successful PROCESS, only implementing PRODUCTS tailored to each individual's unique situation, forming an ALLIANCE and long-lasting bond with our clients and our professionals. National Financial Network also utilizes The Living Balance Sheet®, which allows our professionals to use an uncommon approach to achieve uncommon results.

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Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Be My Beneficiary

Be My Beneficiary

Financial planning for couples.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Financial Fixes: From Health Scare to Financial Care

A medical scare can be a wake-up call in terms of your physical and financial health. Here’s how to strengthen your finances

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Your Financial Family Tree

What lessons can you learn from your family members, and what can they learn from you?

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Surprises

Making the most of surprises is a great reason to work with us.

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.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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