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 29 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.

 

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.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Taxable Equivalent Yield

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Personal Inflation Rate

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

More Calculators →

Time for Forecasts

Economic forecasting is an important part of business, but the future is elusive. Forecasts have limitations that should be considered when making investment decisions.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

HOT TOPIC: Government Intervenes in Credit Crisis

September was an unsettling month for the financial markets that Americans may not soon forget. Here's a look at what happened.

More Newsletters →