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