NCFG Services
We offer services, programs and advice for individuals, families and small-to-medium sized businesses. Take a look and let us know if you have questions.
Services for Individuals & Families -
Investments
- Fee-based Asset Management Services
- 529 Plans, Coverdell, UTMA
- IRAs (Roth, SEP, Simple), 401(k), Solo 401(k)
- 1031 Exchange
Estate Planning
- Charitable Remainder Trusts
- Business Ownership Succession Plans
- Insurance Needs Analysis
Insurance
- Annuities, Disability, Health, Life, Long-Term Care
Accounting & Tax
- Tax planning & Preparation
- Year-end Planning & Quarterly, Mid-year Projections
Real Estate
- Mortgage, Refinance, Purchase, Sell
Business Offerings -
Accounting
- Business & Growth Strategies
- Tax Planning & Preparations
- Bookkeeping & Payroll
Retirement Planning
- 401(k), IRAs (Roth, SEP, Simple)
Health Solutions
- Individual & Group Plans - Medical, Dental, Vision