NSIC Offers a Superior Quality
Personalized Financial Planning Program
Comprehensive Financial Planning
 
Portfolio Management
 
Investment Portfolio Construction
 
Investment Policy Formulation
 
Retirement Planning and Wealth Accumulation
 
Special Needs (e.g., education funding, charitable intentions)
 
Risk Manangement Counseling (all insurance plans)
 
Estate Planning Guidance
 
Detailed Portfolio Reporting and Monitoring
 
New Investment Manager Searches
 
Investment Manager Monitoring
 
Unlimited On-Going Financial Consultation
 
 
 
Please email us with questions.
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New Trier Presentation - Click here for the handout provided at our May 10, 2010 seminar.  This will provide you with a general idea of the scope of our services.