Our Solutions

Whether you're building a business, starting a family or planning your retirement, we will become your trusted partner.  Our associates work with you to define and establish goals, then implement programs to reach your goals.  NEF offers a full line of quality products and services to help our clients manage successful businesses, accumulate wealth and achieve financial security.

Solutions for Your Family: 



Family Protection

Life Insurance

Disability Income Insurance

Long-Term Care Insurance



Wealth Accumulation Strategies

Traditional & Roth IRAs

Mutual Funds*

Annuities (Fixed & Variable*)

Education Funding Strategies

Retirement Funding Vehicles



Estate Planning

Wealth Preservation Strategies

Charitable Estate Planning

Estate Planning

Family Limited Partnerships

Solutions for Your Business: 

Retirement Plans

Simple IRA

401(k)

Profit Sharing

Money Purchase

Defined Benefit

Target Benefit

Simplified Employee Pension (SEP)

Group Annuities   

Employee Benefits

Group Health Insurance Plans

Group Life Insurance

Disability Income Insurance

Dental Insurance

Vision Care

Risk Management Expense

Long-Term Care Insurance

Critical Illness

Business Continuation

Buy/Sell Funding Agreements

Life/Disability Income Buy-Out Insurance

Key Person Insurance

Business Overhead Protection

Executive Benefits

Deferred Compensation

Group Carve-Out Insurance

Split Dollar Life Insurance

Selective Executive Retirement Plans (SERP)

Bank Owned Life Insurance (BOLI)

Exit Strategies Your Business