Our Services

Retirement Plans - For Sponsors

Maintaining an appropriate retirement plan for your company often seems like a daunting task – especially when you consider everything else that goes into running a successful business. For us at NEN Financial, Inc. (NEN), it’s one of our specialties. We believe the role of a retirement plan advisor includes, but is not limited to:

  • Clearly defining the parameters of the specific client relationship and establishing reasonable expectations for both the client and the advisor
  • Evaluating and selecting service providers that appropriately meet the needs of your company and employees
  • Performing plan design support
  • Assist in designing an investment policy statement (IPS)
  • Managing the implementation and transition to new provider(s)
  • Managing employee communication and investment education
  • Serving as the primary contact for all aspects of plan servicing
  • Providing ongoing plan reviews.

Retirement Planning for Individuals

  • Personal customized financial and estate planning

Other Financial Services

  • Life Insurance
  • Disability Insurance
  • Long Term Care Solutions