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Wealth Management

If you are like most Americans, you are probably wondering how much money you will actually need to retire comfortably.

You’ve probably heard the old adage: “If you don’t know where you’re going, any road will get you there.” While that may be a pleasant way to take a vacation, it could lead to considerable uncertainty when it comes to your financial future.

The Financial Planning Process

Our financial planning process is easy and confidential. There are six steps that establish a baseline for your financial well-being for years to come.

  1. We review your overall personal financial situation, past and present to discover your financial objectives.
  2. We help you set your priorities for the future — education costs, retirement, or wise investments.
  3. We help you determine the degree of risk you are comfortable with when it comes to your money. Risk is balanced against your desire to make your money grow over time.
  4. We identify the resources you will need to meet your goals and outline a systematic program to enable you to meet tomorrow’s objectives.
  5. We offer solutions for reaching your goals by making recommendations of the types of financial investments more suitable to your needs.
  6. We help you monitor and update plan recommendations annually.

Busy lifestyles and multiple priorities make successful investing more challenging than ever. In this complex and ever changing financial marketplace, it is important to take a team approach to achieving financial independence.

With the expertise of your INVEST Representative and the convenience of a full-service investment firm at your command, achieving financial independence can be more than just a dream. We’re ready to help you turn your financial goals into a reality.

Beginning an investment program is easy. Simply visit or call any Northfield branch to schedule a no-obligation consultation and take the first steps toward creating a more secure financial future today.

 

About INVEST Financial

Northfield Bank offers investment services through INVEST Financial Corporation. INVEST Financial Corporation is a leading broker-dealer working together with highly respected bank and independent Investment Professionals serving clients nationwide. INVEST Financial Corporation is affiliated with Jackson National Life Insurance Company — one of America’s largest life insurance companies.

INVEST Financial Corporation offers an extensive range of powerful investment choices, including: Stocks & Bonds, Mutual Funds, Fixed & Variable Annuities, Retirement Planning for Individuals and Businesses and College Savings Plans.