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Nadine M. Lord CFP
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Dedicated to helping my clients meet their investment needs and tax planning.
Address30021 Tomas St. Ste 300 Rancho Santa Margarita, CA 92688
Phone(949) 766-7808
Websitewww.nadinelord.com
Investment & Retirement Planning Building a Plan College Planning Retirement VA Aid & Attendance Benefit

Client Consolidated Statements and Reports

First time users or forgotten passwords, please contact us at 949-766-7808, toll free 800-350-1299, or email (nadine.lord@natplan.com) .

Personal Investment Management

Investment Advisor Representative

National Planning Corporation

30021 Tomas Street, Suite 300, Rancho Santa Margarita CA 92688

Going Green with Pershing?
If you would like to receive your Pershing Trading Accounts Statements on line, National Planning Corporation is pleased to offer myedocumentsuite.com. This service provides you with the ability to go paperless and electronically receive your brokerage account statements and trade confirmations free of charge. Simply contact us a call and we can get you on your way.

Building a Plan & Financial Calculators

College Planning & Cost Projections

Retirement & Planning Calculators

Income Taxes & Updates

VA Aid & Attendance Benefit

Client Consolidated Statements and Reports

Find out more about National Planning Corp.

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Morningstar Inc. - Resource Center

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Veterans Long Term Care Benefit Program Article 9/08

What is an Enrolled Agent?

What is a Certified Financial Planner?

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