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Our Tools

Thorough financial planning is not a static process. More often than not, it is also complex. That’s why we’ve developed the Cashflow Fingerprint®. What benefits can the Cashflow Fingerprint® provide your firm? How can the Cashflow Fingerprint® help you both recruit and retain clients? What financial planning solutions do we offer, and how might they enable you to focus on growing your wealth management/investment advisory business? Learn more about the many benefits of National FSG’s suite of financial planning tools and by starting a dialogue today!

Important Disclosures and Web Site Use Agreement

National Financial Strategy Group, LLC's (National FSG) website does not represent an offer of, or a solicitation for, investment advisory services, securities, or investment products. National FSG provides a suite of client support services and planning tools to Registered Investment Advisors, wealth managers, professional financial planners, and institutional investors. National FSG does not offer tools and services to individual, or retail, investors. Registered Investment Advisors, wealth managers, and financial planners should consider their and their clients' own investment objectives and should never rely on any single chart, graph or marketing piece to make decisions. National FSG is not a broker dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs. None of the information presented here is intended to form the basis for any investment decision, and no specific recommendations are intended.