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Services

Expecting a group of wonky, distant,
number-crunching pros? Nope.

One of our most powerful tools isn’t part of the Microsoft Suite: It’s our capacity for empathy. And it’s more than a tool—it’s a way of being, something we practice.

While we don’t know what it’s like to be you, we know what it feels like to be worried and vulnerable, or proud and excited. We know the threat of losing, and the grief of having lost. And we know what it feels like to grow something of value that’s built to last.

We’d love nothing more than for you to feel that way, too.

For each of the services we offer here, you can trust that we consider your life, goals, and concerns so that every solution is personalized for you.

Investment Planning

Investment planning is not a set-it-and-forget-it situation. Both our Chief Investment Officer and our financial advisors work seamlessly on your behalf by having frequent status meetings, discussing client needs, staying aware of market trends, and educating ourselves on new opportunities.

Retirement Planning

There’s more to retirement than finances. As holistic financial planners, the NCA team takes the time to get to know our clients and their vision for the future. Our sophisticated retirement planning software can flexibly respond to your “what if” scenarios, and assess which goals are attainable and when.

Tax Planning

The purpose of tax planning is to ensure that both our clients’ portfolio decisions and their retirement income distribution strategies receive the best possible tax treatment. Our goal is to help you optimize the timing of either income or deductions, and highlight any changes in tax law that might affect the coming years.

Estate Planning

Planning for the unexpected can be overwhelming, not to mention difficult. As an NCA client, you will have us by your side to help you develop a strategy for your estate planning needs. Your attorney, with the aid of your financial advisor, can help you work through the decision-making process and understand any documents you already have.

Life Planning

We’re there to help you through the everyday stuff, but also the life-changing events—like marriage, college education, job transition, health challenges, divorce, or the loss of a loved one, to make sure you know what your options are.

Risk Management

No matter how substantial your portfolio is, it can all come crumbling down without proper risk management. We’ll help you manage the risk that feels right for you, and takes into consideration your home, auto, disability, long-term care, liability, and life insurance needs.

“My mom always bought her own flowers; roses were her favorite. They don’t live long, so she hung them upside-down from a rubber band on the kitchen cabinet handle, where they would dry out and their colors would deepen--and she wouldn’t have to throw them out. I do it, too. I think it’s important to keep things you value, and keep them as long as you can.”

Taryn Kocher, Paraplanner

Check the background of this firm/advisor on FINRA’s BrokerCheck.