Financial Wellness Program
NEFG’s Financial Wellness program encourages the ongoing engagement between advisor and participants throughout their working career, the transition to retirement and through retirement.
NEFG’s mission is about being with our clients throughout the journey; by helping with what matters now, and adapting to life’s changes.
Discover the NEFG Financial Wellness Ecosystem
Create an Investment Plan to Achieve Your Goals
We’re Here to Help You Stay on Track
We understand your financial goals are unique to you, and your path to achieving them requires careful goal-setting, diligent planning and ongoing monitoring of your investment decisions.
Determine Your Goals
- Retirement Planning
- Education
- Risk Management
- Wealth Transfer
Evaluate Your Assets
- Investments
- Insurance
- Real Assets
Develop Your Strategy
- Risk Tolerance
- Savings Rate
- Cash Flow Analysis
- Asset Protection
Implement Your Strategy
- Investment Policy Statement
- Asset Allocation
- Investment Tax Strategy
- Estate Planning
Monitor Your Progress
- Monthly Custodian Reports
- Detailed Performance Reports
- Client Meetings
- Ongoing Evaluation
Dashboard Features & Benefits
We understand your financial goals are unique to you, and your path to achieving them requires careful goal-setting, diligent planning and ongoing monitoring of your investment decisions. The user-friendly financial wellness dashboard can provide clarity on objectives and action points. Below are a few of the key features that our clients enjoy within their personalized dashboard:
Account Integration
Planning Portal
Progress Tracking
Social Security Calculator
College Calculator
Retirement Plan Projections
See the Financial Dashboard in Action
Implementation & Ongoing Engagement
We understand as life continues your goals and needs tend to change. A minor change in one of these elements (budgets, investments, financial risks, estate plan, etc.) can severely impact your ability to meet your financial planning and life goals.
To ensure that minor changes in your life are incorporated into your financial plan, its recommended to review and revise your plan at least annually.