Financial Planning
NCFA, Inc. is a pioneering, minority-owned, and operated national independent registered full-service fee-only wealth management and investment advisory firm.
National Christian Financial Advisors, MyPlan™ - Membership
Membership Has It’s Privileges!
Access To Qualified Seasoned Financial Planners and Investment Advisers. We are determined to make financial freedom for all a REALITY!
We want you to plan to have fun in retirement instead of barely getting by!
Find out how NCFA MyPlan™ – Membership
CAN HELP you and your family develop a FINANCIAL ROAD MAP and achieve your FINANCIAL GOALS & OBJECTIVES.
Stay On Top of Your Financial Life
Unlock Your Financial Potential with NCFA MyPlan™
Are you ready to take control of your financial future without breaking the bank? Our NCFA MyPlan™ membership offers you access to professional financial planning services at a fraction of the traditional cost.
Industry Comparison:
NCFA MyPlan™ Advantage:
For just $100 per year, you can access comprehensive financial planning services, minimum savings of $7,800 annually compared to traditional options. You could potentially save up to $16,300 per year when factoring the higher end of fees and cost.
Why wait to secure your financial future? With NCFA MyPlan™, you can start building your personalized financial roadmap today. Our experienced advisors are ready to guide you through every step of your financial journey, from budgeting to retirement planning.
Don’t let high costs deter you from achieving your financial goals. Join NCFA MyPlan™ now and invest in your future without compromising your present. Your path to financial freedom starts here! I’ve attached the word document too.
NCFA Myplan™ Membership | Traditional Planning Firms | |
|---|---|---|
Financial Planning Fee +
| $100.00
NCFA Myplan™ Membership | Range between
$1,500 – $5, 000* |
Retainer +
Rates Range
| $0 | Rates Range
$6,000 – $11,000 |
Hourly Rate | $0 | $200 |
Average Annual Cost | $100.00/year | $7,800 |
*According to Advisor HQ
Start Securing Your Future Today
Take control of your financial future with personalized, ethical investment advice from NCFA. Our expert team is dedicated to helping you achieve long-term success while safeguarding your assets. Contact us now to schedule a consultation and discover how we can help you secure a prosperous future with confidence.
EPI VERY CONSERVATIVE FUND
EPI VERY CONSERVATIVE FUND
EQUITY | Percentage |
|---|---|
US CORE-EQUITY | 7% |
US MID-SM VALUE | 5% |
INT’L SM/MID VALUE | 4% |
US LARGE VALUE | 2% |
INT’L LARGE VALUE | 2% |
DIVERSIFIED EMERGING MARKETS | 0% |
SPECIALTY REAL-ESTATE | 0% |
Fixed Income | Percentage |
|---|---|
ULTRA SHORT BOND | 15% |
WORLD BOND | 15% |
US CORE INESTMENT GRADE BOND | 35% |
TIPS | 10% |
CASH OR CASH EQUIVALENT | 5% |
EPI VERY CONSERVATIVE FUND
EQUITY | Percentage |
|---|---|
US CORE-EQUITY | 7% |
US MID-SM VALUE | 5% |
INT’L SM/MID VALUE | 4% |
US LARGE VALUE | 2% |
INT’L LARGE VALUE | 2% |
DIVERSIFIED EMERGING MARKETS | 0% |
SPECIALTY REAL-ESTATE | 0% |
Fixed Income | Percentage |
|---|---|
ULTRA SHORT BOND | 15% |
WORLD BOND | 15% |
US CORE INESTMENT GRADE BOND | 35% |
TIPS | 10% |
CASH OR CASH EQUIVALENT | 5% |
EPI VERY CONSERVATIVE FUND
EQUITY | Percentage |
|---|---|
US CORE-EQUITY | 7% |
US MID-SM VALUE | 5% |
INT’L SM/MID VALUE | 4% |
US LARGE VALUE | 2% |
INT’L LARGE VALUE | 2% |
DIVERSIFIED EMERGING MARKETS | 0% |
SPECIALTY REAL-ESTATE | 0% |
Fixed Income | Percentage |
|---|---|
ULTRA SHORT BOND | 15% |
WORLD BOND | 15% |
US CORE INESTMENT GRADE BOND | 35% |
TIPS | 10% |
CASH OR CASH EQUIVALENT | 5% |