Question 1

What is the company's philosophy?

Accepted Answer

At North American Financial, our philosophy is that we are the coach who assists you in identifying and working towards reaching your financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to work towards your goals.

Question 2

What services does the company offer?

Accepted Answer

North American Financial offers a range of services to help you achieve your retirement goals, including more spendable income, increased portfolio safety, and greater wealth. Our highly trained staff provides fast and efficient service, and we offer advice you can trust.

Question 3

What is the Riskalyze® tool?

Accepted Answer

Riskalyze® is a tool that helps us identify your risk number and develop strategies to align your portfolio with your risk tolerance. By understanding your risk profile, we can help you make more informed decisions about your investments and work towards your financial goals.

Question 4

What is the company's seven-step educational process?

Accepted Answer

The seven-step educational process at North American Financial helps you identify your financial objectives and develop the strategies and tactics to work towards them. This comprehensive approach ensures that you have a clear understanding of your goals and the steps needed to achieve them.

Question 5

How can I learn more about the company's services?

Accepted Answer

You can learn more about North American Financial's services by signing up for our free educational video series. These animated videos provide important facts about stock market history and illustrate how certain patterns tend to repeat themselves. By understanding these concepts, you'll be better prepared to sort through the Wall Street hype and focus on strategies that can help you avoid damaging losses to your retirement savings.

Question 6

What is North American Financial's philosophy?

Accepted Answer

North American Financial's philosophy is that they are the coach who assists clients in identifying and working towards reaching their financial goals. Their seven-step educational process helps clients identify their objectives and develop the strategies and tactics that will allow them to work towards their goals.

Question 7

What services does North American Financial offer?

Accepted Answer

North American Financial offers a range of services to help clients improve their retirement, including: more spendable income, increased portfolio safety, and greater wealth. They provide advice, analysis, and reports to help clients make informed decisions about their retirement planning.

Question 8

What is the Riskalyze® tool?

Accepted Answer

Riskalyze® is a tool that North American Financial uses to help clients identify their risk number and develop strategies to align their portfolio with their risk tolerance. This tool can help clients achieve more spendable income, increased portfolio safety, and greater wealth.

Question 9

What is North American Financial's seven-step educational process?

Accepted Answer

North American Financial's seven-step educational process helps clients identify their financial objectives and develop the strategies and tactics to work towards their goals. This process involves working closely with clients to understand their needs and create a customized plan.

Question 10

How can clients access North American Financial's resources?

Accepted Answer

Clients can access North American Financial's resources through their website, including financial reports, videos, and a secure document uploader. They also offer in-person events and a radio program to provide educational content and advice to clients.

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About nafincome

Frequently Asked Questions about nafincome

What is the company's philosophy?

What services does the company offer?

What is the Riskalyze® tool?

What is the company's seven-step educational process?

How can I learn more about the company's services?

What is North American Financial's philosophy?

What services does North American Financial offer?

What is the Riskalyze® tool?

What is North American Financial's seven-step educational process?

How can clients access North American Financial's resources?

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