MARK NEWPORT, CFP® ~ WEALTH MANAGEMENT SOLUTIONS*

Today's investment climate offers unprecedented opportunities. At NFC, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
-A clear understanding of their financial goals
-A well-defined roadmap for achieving those goals
-Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing. For help with your financial management, or for more information on NFC, please contact us today at 714.939.9393.
Newsletters
-
Is It Time to Declare Your Financial Independence?
Here are some ideas to help pursue a life of financial freedom.
-
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
-
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Lease Payment
How much would your monthly lease payment be?
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?