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

Savings Accumulation

Estimate the future value of your current savings.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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Newsletters

Mark Your Calendar

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

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

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