• Mutual Funds.
• Estate Planning.
• Retirement Planning.
Wealth Accumulation & Retirement Planning
Today, 95 percent of Americans will reach retirement age with less than they need to retire comfortably, according to Fortune magazine. In fact, only four out of every 10 Americans are taking steps to get ready for retirement, and without adequate planning, a bright future can quickly become a financial nightmare.
Providing for your own secure and comfortable financial future requires more than just a pension plan and good intentions - it demands expert planning. At NEC we design custom-designed asset management, investment, and wealth accumulation plans for our clients that aim to yield optimum benefits, both immediately and in the future.
We also help employers select and implement qualified retirement plans that best suit your company's particular situation and that provides the most cost-effective benefits for your employees. These plans help you and your employees accelerate the accumulation of assets for retirement, while at the same time providing distinct tax advantages.
We pay careful and ongoing attention to each client's needs and circumstances, to economic indicators, and to the performance of mutual fund or annuity that we sell. In order to look out for your financial future, we systematically track any new developments as they emerge.