Services
We are an organization that is committed to helping you, as you educate, plan, chart and navigate your way, through the maze of financial products and services that are available to accomplish your financial goals and objectives.
Risk Tolerance
Know Your Risk Tolerance
This questionnaire is designed to help us gauge the amount of risk you are likely to take with your investments. The information will be used to help us identify and determine a suitable growth and development program to achieve your investment goals and objective. You can help us determine your risk tolerance by answering the following questions.
Credit-Risk-Profile
Know Your Credit Risk Profile
Do you know whether you are a good, excellent, average or poor credit Risk? Your credit score has a lot to do with it.
Your Credit Profile Knowing your credit risk score and profile is important. However, while the credit bureau report and rating is important, your credit worthiness is usually not based solely on it, other key areas are evaluated. For example the credit score does not take into consideration your; age, income, life style, stability as to where you live, how long you lived at the same address, your employment history, the type of work you do, your assets or your net worth. It also does not take into account any mitigating circumstances that may have contributed to the delinquency or derogatory information being reported to the credit bureau. These are all very important issues that could have a significant impact on your credit worthiness.
Financial-Coach
Financial Coach
Who Needs A Financial Coach?
You Do. You need guidance to achieve success in your endeavors and your financial growth and development is no exception. Coaching is a common element in our lives. Anyone who provides guidance and counsel, a parent, friend, teacher, or mentor is acting as your coach, although you may not view it as such.
Financial-development
Our financial development program is structured to accommodate participation at three distinct levels (Club, Olympian, and Professional). However, while each member has the opportunity to participate at any one of the three levels, the FNGroup will make a recommendation as to a suitable participation level based on the member’s financial status, resources, and developmental needs.
Financial-Service-Providers
Financial Service Providers
Choosing the right financial service provider is essential to your financial growth and development, whether it is as an accountant, insurance agent, investment, advisor, financial consultant, stockbroker, lawyer or banker.
Good reliable, quality services can be a key contributing factor to your success. While, poor unreliable services can lead to frustration and unmet expectations.
Financial-statues
Facilitating your financial growth and development is one of our core primary functions, therefore, we encourage you to complete and submit the following financial worksheets:
The Statement of Net Worth is designed to provide an overview of your financial position/wealth. Your net worth is difference between your assets (investment securities, real estate, jewelry, automobile etc.), and liabilities (mortgage, unpaid credit cards, and other personal loans).
Insights-Information
Insights and Information
We are committed to providing you with relevant insights and information for use in your efforts to make informed investment and financial decisions. In this section you will find information on the following:
Successful Investing: Some basic do’s and don’ts to successful investing are identified in this section. However, please note that the information does not represent an all-inclusive fail-safe approach, since success is often measured based on performance, expectations and accomplishments.
Book Reviews: Choosing the right book, one that meets your needs, with the information you are seeking, could become a challenging endeavor. In this section you will find write-ups on books that are geared for the novice and experienced investor.