Dedicated to helping individuals, families, and businesses to manage, enhance, protect, and transfer wealth, NFG is here every step of the way. We assist you with Estate Planning, Charitable Giving, and Family Office Services as well as Risk Management consulting to ensure your assets are protected.
We are committed to helping you throughout all phases of your financial objectives: accumulation, growth, and distribution. Our services include Personal Finance, Retirement Planning, Education Planning, and implementation of tax optimization strategies.
At NFG, we believe all clients deserve to have access to the highest quality portfolio management services. We offer customized portfolio management and alternative investments to UHNW individuals and families, and tactical portfolios for aspiring high net worth individuals.
Our deep experience in consulting allows us to provide cash flow optimization strategies and process improvement for small and mid-size businesses. And when you're ready to retire, we can help develop a business continuity plan or prepare the business for sale - all within the guidelines established by your comprehensive retirement plan.
Our affiliate company, Neto Financial Group, provides bookkeeping and tax planning strategies for small businesses and tax preparation for both individuals and small businesses.