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Mutual Funds

While there are many mutual fund families to select from, we found the following to have excellent sites.

PLEASE NOTE: The information being provided is strictly as a courtesy. It does not constitute a direct or indirect offer of any of the investments offered by any of the referenced companies. When you link to any of the websites provided herewith, you are leaving this site. Neither NCA Financial Planners nor Royal Alliance Associates, Inc. makes any representation as to the completeness or accuracy of information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the NCA Financial Planners website and assume total responsibility and risk for your use of the sites you are linking to.

For more complete information, investors should carefully consider the investment objectives, risks, charges and expenses of the mutual funds/variable annuities offered by the investment companies listed. This and other important information about the investment company is contained in the prospectuses. Please refer to the prospectuses available at the sponsor site, or please request a prospectus by calling 440-473-1115 or email us at msabatino@ncafinancial.com. Please read it carefully before you invest.

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 a registered investment advisor registered with the SEC. Financial Planner of Cleveland Inc. and NCA Finacial Planners are not affiliated with Royal Alliance Associates Inc.

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.