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 Businesses, Individuals & Families - 

 

Investments

  • Fee-based Asset Management Services
  • Annuities
  • Education Plans - 529, Coverdell

Insurance

  • Medical, Dental, Vision - Individual & Group
  • Life

Real Estate 

  • Mortgage, Refinance,
  • Representation
  • 1031 Exchange

Retirement Planning

  • IRAs - Roth, SEP, Simple
  • 401(k), Solo 401(k)
  • Estate Planning
  • Long-Term Care

Tax & Accounting

  • Planning & Preparation
  • Quarterly, Mid-year, Year-end Projections
  • Business Entity Formation - LLC, S & C Corps
  • Bookkeeping & Payroll