Our Services

 

 

 

 

 

Strategic Consultants

At National Financial Alliance, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

  • We can help you address:
  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issue
  • Risk management analysis

We also can answer your questions, including:

  • How can I retire based on my current income?
  • Are my investments working hard enough?
  • What's a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • How does Long Term Care/ Home Health Care fit into my Retirement Plan?

Corporate Consulting Services:

  • Corporate Retirement Plan Consulting (401k, 403b, 457, defined benefit, cash balance, ESOP, stock options)
    • Participant wellness
    • Fiduciary training
    • Fiduciary assessments
    • Benchmarking / plan health reports                 
  • Key employee retention and compensation design
  • Exit/Succession planning
  • Business Strategy

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your company’s unique situation