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
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?