NCA Financial Planners

About Us

6095 Parkland Blvd., Suite 210
Cleveland, OH 44124

Phone: (440) 473-1115
Fax: (440) 473-0186

msabatino @ncafinancial.com
Map and Directions

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Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Glossary

Financial terms from A to Z.

Welcome to NCA Financial Planners &
NCA Educational Seminars

NCA Financial Planners is an independent, full-service financial planning firm servicing the Northeast Ohio region. NCA’s professional and support staff of 27 employees provide investment management, retirement planning, estate and tax planning services to a broad range of professionals and retirees. For 30 years, we have been helping clients achieve their financial goals.

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.

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

Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Loan Payoff

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

More Calculators →

Newsletters

Social Security Quiz

Test your knowledge about Social Security with this short quiz.

New Lease on Life

Can your risk-protection strategy benefit from a whole-life insurance policy?

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

Score Your Credit Knowledge

Creditworthiness is an inseparable part of financial health, therefore it’s important to know how to maintain good credit.

More Newsletters →

The advisors of NCA Financial Planners are Registered Representatives of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI and WVA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Financial Planners of Cleveland, Inc., conducting business as NCA Financial Planners, is registered with the SEC.

IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.