Our Firm

You’ve worked hard to achieve your success. Now, let us help put that success to work for you with a comprehensive financial strategy.

National Financial Group is committed to helping clients pursue their personal, business, and financial goals and objectives. Our process is comprehensive and straightforward; we begin by assessing and analyzing your current situation and listening closely to your future goals, desires and objectives. Then, drawing upon our experience and the resources available to us – attorneys, accountants, pension and financial planners – we develop strategies to help you achieve those goals, desires, and objectives. Finally, we position those strategies into a coordinated plan and present you with a formal recommendation. Once you approve our recommendations and we agree upon a plan of action, our work really begins. We’ll find the products and companies that will best allow you to implement your plan. Then, we’ll monitor your plan and recommend adjustments when market conditions, changes in tax law, or changes in your personal situation call for such adjustments. We have a longstanding working relationship with some of the finest life insurance and pension companies in the industry.

In order to live up to our clients’ expectations, we are committed to putting their needs and interests first. Whether it’s a retirement plan, an estate plan, or a business succession plan, our goal is to build and maintain long term relationships based upon integrity, performance and responsiveness.