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