TRUST YOUR FUTURE
WITH A NAIFA ADVISOR

The Role of a NAIFA Advisor

Educate

NAIFA members work with their clients through every stage of their lives, educating them about retirement options that will lead to a secure future and a retirement they will enjoy

Provide Affordable Advice

NAIFA members are uniquely positioned to deliver affordable access and financial advice to those who need it the most

Ethical Business Practices

NAIFA members adhere to a code of ethics that’s about honesty and integrity

Value of a NAIFA Financial Advisor

3
Retirement savers who sought investing advice through their 401(k) plan enjoyed a median annual return almost 3 percent higher than those who did not
250
People with financial plans accumulate 250 percent more retirement savings than those without plans
23
Financial professionals help consumers earn 1.6 percent in additional returns, which over time leads to 23 percent more income in retirement

Start securing your financial future today

Contact a NAIFA advisor

Did You Know?

Studies show American households are critically unprepared for retirement.

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45% of workers have no
retirement savings at all

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84% of Americans say saving enough
for a “traditional retirement” is unrealistic

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22% of workers are “very confident” they will have enough money in retirement

 

What clients say:

Juli is my trusted financial advisor. She has helped me understand more about insurance, retirement planning and investing than I ever would have had time to learn and implement on my own. Working with Juli allows me to focus on what I do best: seeing my patients and running my business.

— Dr. Jennifer Knoll, dentist and client of NAIFA Financial Advisor Juli McNeely, CFP, CLU, LUTCF —
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