NL Financial Services, LLC - Investment and Retirement Planning

CPAs Providing Financial Planning

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N/L Financial Services LLC, a division of Naden/Lean LLC, brings a unique perspective to your financial well being. N/L Financial combines our long history of expertise in certified public accounting (CPA) with sound wealth accumulation and preservation strategies.

In the past, some of our clients were receiving sales driven advice that may not have necessarily been in their best interest. N/L Financial was founded in order to help our clients achieve their unique financial goals and dreams. After extensive research we formed strategic alliances with highly trained professionals who share our views of client integrity and personal service. 

 

Using a needs based approach, our strategic alliance gives us access to both the quantity and quality of tools and products necessary to fulfill our clients' needs. This allows us to more closely assist our clients in helping them evaluate their financial needs and meet their financial goals.

 

Financial issues are important and personal. They demand the concentration and attention of a trusted advisor relationship. You’ll find this at N/L Financial Services. Our professionals are dedicated to helping you realize your overall financial goals and can save you valuable time while addressing your questions and concerns. Best of all, you will experience the peace of mind of having an integrated strategy for your finances.

 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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As Manufacturing Stumbles…

A thriving service sector has helped the U.S. economy weather troubles in the manufacturing sector.

A Roadmap for Your Family

A letter of instruction has no formal legal status, but it could be just as important as a legal will to help settle an estate.

Surprise! It’s Retirement Time

Consider these tips to prepare for the possibility that you might retire earlier than planned.

Do You Need Disability Insurance

An individual disability income policy could provide much-needed income in the event of an accident or illness.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck