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.


Personal Inflation Rate

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Life Insurance

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Long-Term Care Self Insurance

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How unit investment trusts operate and potential investment risks.

Offering Life Insurance as an Employee Benefit

Making life insurance part of an employee benefit program could be a cost-effective way to recruit and retain valuable employees.

HOT TOPIC: Low Volatility: Calm Before the Storm?

Several key factors have helped calm the U.S. stock markets, but consider the potential for future volatility.

Tax Tips on Capital Gains

Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

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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