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

  • Invesstments
  • 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.

 

 

Ready to enroll or have questions?
Contact NEFG to learn more.

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