Welcome to NCA Financial Planners &
NCA Educational Seminars

 

NCA Financial Planners is an independent, full-service financial planning firm.  NCA’s professional and support staff of 24 employees provide investment management, retirement planning, estate and tax planning services to a broad range of professionals and retirees.  For over 30 years, we have been helping clients achieve their financial goals.

 Not only is our site designed to provide you information about our background and services, our ultimate aim is to have it be your financial resource center. For example, you can:

 

  • Gather current quotes on individual stocks and funds
  • Maintain and update your own personal portfolio
  • Access your brokerage and non-brokerage account values
  • Find out the latest industry news and trends
  • Locate educational seminars we are offering in your area

 

 

 

 
Our sister company, NCA Educational Seminars, has been conducting financial and retirement planning seminars in the Cleveland area for more than twenty years and is the largest financial planning seminar company in northern Ohio.  We provide non-sales oriented financial information to the public, via community education departments, organizations and corporations, in order to assist people in attaining their personal financial goals.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Disability Income Insurance

How much Disability Income Insurance do you need?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

More Newsletters →