Financial Wellness Program NEFG’s Financial Wellness program encourages the ongoing engagement between advisor and participants throughout their working career, the transition to retirement and through retirement. NEFG’s mission is about being with our clients throughout the journey; by helping with what matters now, and adapting to life’s changes. Discover the NEFG Financial Wellness Ecosystem Create an Investment Plan to Achieve Your Goals Start Your Financial Plan We’re Here to Help You Stay on Track We understand your financial goals are unique to you, and your path to achieving them requires careful goal-setting, diligent planning and ongoing monitoring of your investment decisions. Determine Your Goals Retirement Planning Education Risk Management Wealth Transfer Evaluate Your Assets Investments Insurance Real Assets Develop Your Strategy Risk Tolerance Savings Rate Cash Flow Analysis Asset Protection Implement Your Strategy Investment Policy Statement Asset Allocation Investment Tax Strategy Estate Planning Monitor Your Progress Monthly Custodian Reports Detailed Performance Reports Client Meetings Ongoing Evaluation Dashboard Features & Benefits We understand your financial goals are unique to you, and your path to achieving them requires careful goal-setting, diligent planning and ongoing monitoring of your investment decisions. The user-friendly financial wellness dashboard can provide clarity on objectives and action points. Below are a few of the key features that our clients enjoy within their personalized dashboard: Account Integration Planning Portal Progress Tracking Social Security Calculator College Calculator Retirement Plan Projections See the Financial Dashboard in Action 0 seconds of 0 seconds Implementation & Ongoing Engagement We understand as life continues your goals and needs tend to change. A minor change in one of these elements (budgets, investments, financial risks, estate plan, etc.) can severely impact your ability to meet your financial planning and life goals. To ensure that minor changes in your life are incorporated into your financial plan, its recommended to review and revise your plan at least annually. Ready to enroll or have questions? Contact NEFG to learn more. Select Yes, I am a current Client No, I am not a current Client 5 + 10 = Submit Join our newsletter Subscribe Northeast Financial Group named to 2019 Financial Times 300 Top Registered Investment Advisors. View Article Tannersville (HQ) 2813 Route 611, P.O. Box 531 Tannersville, PA 18372 Allentown 3435 Winchester Road, Suite 102 Allentown, PA 18104 Wyomissing 999 Berkshire Boulevard, Suite 100 Wyomissing, PA 19610 ph: (570) 688-9898 Fax: (570) 688-2944 © Copyright 2021 Northeast Financial Group, Inc. Privacy Policy | Disclosure | ADV | CRS Disclosure: Investment Advisory Services offered through Northeast Financial Group, Inc., which is independently owned and operated. Securities offered through Leigh Baldwin & Co., LLC Member Check the background of this firm and your advisor on FINRA’s BrokerCheck | SIPC Accounts carried by: National Financial Services, LLC Member: NYSE