NL Financial Alliance

We are dedicated to providing our clients with financial products and services tailored to their unique and specific needs. Our focus is on building lasting relationships with our clients based upon trust. Through those relationships we are able to develop a comprehensive, cohesive financial strategy. 

 
We specialize in retirement planning strategies, estate planning strategies, asset protection, strategic insurance and business continuation.

 

Roger Soo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, Lincoln Building, 60 East 42nd Street, 49th Floor, New York, NY 10165, Tel:212-986-0400. All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

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