People may be intimidated about making financial changes. Whether its stopping a paycheck and becoming retired or suddenly becoming responsible for your finances due to a divorce or a death, NOW Financial's mission is pretty straight forward:

To empower our clients with financial confidence through holistic, forward thinking, financial planning. 

We help you create a roadmap for your financial journey.  Sometimes roads have detours, sometimes your financial journey will have detours as well.  We help you get through those detours by strategizing and mapping through the "now what do I do" moments. 

Many sources offer a variety of financial planning including retirement planning, investments, college funding, estate planning strategies and maybe even income protection. We offer those services as well.  What makes us unique is our emphasis on risk planning including a focus on divorce planning.  We help our clients answer the question "Now What Do I Do?" 

  •   I am getting divorced.... Now What?

  •   I want to retire in a few years.... Now What?

  •   I just inherited my parents estate....Now What?

  •   My spouse just passed away.....Now What?

  •   A loved ones health requires more and more of my time...Now What do I do?

A variety of financial products and services are offered to help clients meet their financial goals. These include:

  • Divorce Financial Planning

  • Retirement Planning

  • Informal Business Valuations and Succession Planning

  • Comprehensive Financial Planning

  • Asset Management Accounts

  • Estate Planning Strategies

  • Fixed and Variable Annuities

  • Variable and Traditional Life Insurance

  • Disability and Income Protection Insurance

  • 401(k) and other Company Sponsored Plans

  • Mutual Funds

  • Brokerage Accounts

  • Nonqualfied Deferred Compensation Plans

  • Buy/Sell Plan Review

  • Key Person Incentive Plans

  • Asset Allocation Strategies