Our Services

The financial planning* process at nei financial, llc begins with an in-depth evaluation of your current situation. We will work with you to identify your short and long term goals, discuss your tolerance to risk, and evaluate its impact on your portfolio. Then we will develop an action plan together, designed to meet your goals. Periodically we will send you progress reports and schedule client review meetings to make sure you remain on target and that your insurance and investment portfolio reflects your current needs and objectives.

Throughout the process we will work closely with your attorney and accountant to develop an effective way to position your insurance, investments and any other estate assets to help minimize your taxes while maximizing the amount you pass along to your heirs. This team concept permits us to develop tailored strategies to meet the succession needs of business clients, or the retirement and estate needs of our individual clients..

Our lifestyles today require more and more income in later years.  As a result, we are keenly aware of the need to make sure that our clients have sufficient income throughout their retirement.  We will assist them in developing income strategies to help meet those growing needs and provide financial security in retirement.

Some of the services we offer are:
 

* Securities & Investment Advisory services offered through Hornor, Townsend & Kent, Inc.

• Business Succession Planning
• Retirement Income Distribution Planning
• Long Term Care & Estate Planning
• Life & Disability Insurance Analysis
• Asset Management & Trust Services *
• Investment & Brokerage Services *  
• College Funding*