Industry-wide, less than 30% of financial advisors are women. At NCA, over 70% of advisors are women.
Welcome to NCA Financial Planners
At NCA, our relationship with our clients is long term. Our Financial Advisors work with you to put your children through college, retire when you want, and everything in between.
We care not only about our clients’ financial success, but also their personal success and well-being. Through the long-term investment we make in our staff, we create an environment of integrity, high capability, creativity and motivation that allows us to exceed our clients’ expectations.
NCA Financial Planners provides services encompassing the pillars of financial planning, including investment planning, retirement planning, tax planning, estate planning, life planning, and risk management.
Recent federal tax reform legislation has added several favorable new tax provisions for ABLE (Achieving a Better Life Experience) accounts. ABLE accounts are tax-advantaged savings accounts for individuals with disabilities that are typically used to cover qualified disability expenses.
Social Security can play a large role in your retirement or if you were to become disabled or pass away with young children. Many of us are uncertain what our benefits are and how they play a role in our financial plan. (4 min 21 sec)
Are you overwhelmed by the idea of investing? Elizabeth Scheiderer, CFP® with NCA Financial Planners talks with Hollie Strano and Alexa Lee on Lakeside Today and shares some tips to boost your investing confidence. (4 min 40 sec)
We typically don't give much thought to inflation, but over long periods, it can wreak havoc with the purchasing power of our dollars. Kevin is here to help you get a better understanding of inflation and why its one of three risks we take when investing. ( 4 min 10 sec)
Target-date funds have become an increasingly popular way to save for retirement. Today Melanie Ross, CFP®, with NCA Financial Planners shares some things you should know about Target-Date funds. (2 min 41 sec)
NCA Financial Planners is an independent, full service top financial planning firm in Cleveland, Ohio. Our highly rated financial advisors can help you reach your financial and personal goals through a number of different services, including investment management and retirement planning.
NCA Financial Planners today has been recognized by InvestmentNews as one of its 2018 Best Places to Work for Financial Advisers. The recognition program, which is in its inaugural year, identifies financial advisory firms that empower employees to provide clients with exceptional investment and financial planning services.