(304) 564-5267

rprosser@nafincome.com

tfalter@nafincome.com

3600 West St., Suite 2

Weirton, WV 26062

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Who Are We?

Welcome to North American Financial

Our philosophy at North American Financial 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.

 

Highly Trained Staff

Fast & Efficient Service

Advice You Can Trust

SEVEN-STEP EDUCATIONAL PROCESS

Identify lifetime objectives & strategies

Determine your risk profile

Understand all your options

Build your allocation model

Optimize your investment allocations

Identify tax reduction and catastrophic protection strategies

Schedule regular periodic reviews

What We Do

Our Services

Retirement Income Planning Wealth Transfer Planning Insurance Medicare Supplement & Health Current Insurance Policy Analysis IRA & 401(k) Rollovers and Exit Planning Asset Protection & Wealth Preservation

Without good advice, everything goes wrong

IT TAKES CAREFUL PLANNING FOR THINGS TO GO RIGHT!

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