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.

Required Minimum Distributions

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Loan Payoff

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

More Newsletters →