Financial Coordination

To build and secure your future, it’s important to have a complete picture of your current financial life and an understanding of how the individual financial decisions you make can work together to get you to the best possible place. Through the use of The Living Balance Sheet®, we will help you answer important questions such as…

  • Are you saving sufficiently for the future?
  • Have you protected your life and lifestyle?
  • Do you have an effective retirement strategy?
  • How are you managing your debt?

As a client of National Financial Network you will receive a secure personal financial website that is designed to help you:

  • View updated financial balances daily and track accounts online – in one place.
  • Monitor and maintain your wealth building and retirement strategies.
  • Store copies of important financial documents in a secure electronic vault.
  • Regularly monitor your protection portfolio.

The Living Balance Sheet* will help you get organized, simply your finances and give you the big picture view that will guide you to making better wealth building decisions.

Whether you are beginning a relationship with our firm or broadening an existing one you will see that we provide high quality, independent and comprehensive advice to simplify your financial decisions.

 

Click here to visit the Living Balance Sheet

  • The Living Balance Sheet (LBS) and the LBS logo are service marks of  Guardian  ©Copyright 2005-2019

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Award winning year for Financial Advisor
Robert C. Votruba CFS, MBA, Ph.D.

It is my pleasure to share the news of another award-winning year for your Financial Advisor, Dr. Robert Votruba. In 2019 Robert was recognized with the following achievements…

  • For the third consecutive year, Park Avenue Securities named Robert as their top Investment Advisor and Registered Representative; their highest honor. Over 2,500 Representatives compete for this national award.
  • In addition to national recognition, Robert also received National Financial Network’s Wealth Management Leadership Award, our highest local honor, for the 12th consecutive year.
  • Dr. Votruba earned the National Financial Network Leadership Award and was promoted to Executive Vice President.

Dr. Votruba is entering his 26th year in the financial services field. His academic background combined with his industry experience and award-winning performance make him one of the most talented Advisors in the industry. I know that Robert finds it a privilege and honor to serve you and hope that you find comfort in knowing that your Financial Advisor is among the finest in the industry.