Wealth Management

  • Advisory Services, fee based or commission
  • 401K, 403b, deferred comp, pension rollovers

Financial Planning

  • Retirement/Wealth Portfolios
  • Financial Plans
  • Risk/Reward Analysis
  • College Funding


  • Stocks, bonds, mutual funds, REITS, variable, 401k's, ETF's (Exchange Traded Funds)


  • Life, Long Term Care, Annuities
  • Property/Casualty
  • Business / Liability

Fixed insurance products and services may be provided by a third party. Please consult with your representative to confirm on which company's behalf services are being provided.

Tax Planning / Preparation

  • Integrated with Wealth Management
  • Tax Efficiency Strategies
  • Pro Active Strategies

Estate Planning

  • Legacy Planning (IRAs, 401Ks, 403Bs, Deferred Comp)
  • Probate Avoidance
  • Simple Wills
  • Business/Succession Planning

NPC does not provide tax or legal advice. Registered Representative is not an attorney. The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy.

1241 Nilles Road , Fairfield, OH 45014
Phone: (513) 829-8888    Fax: (513) 829-8863
Email:    Broker Check

Securities offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning and Advisory services offered through Rik Saylor Financial, a Registered Investment Advisor and a separate entity [from LPL Financial]. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, FL, IA, IN, KY, MI, MN, OH, TN, TX, WA, WI

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