Core Values
Organization
We’ll examine each aspect of your current plan and identify the gaps in your investment, tax, and legal strategies.
Simplification
Our team will help you consolidate your financial life so your plan is streamlined and purposeful.
Coordination
We work with your trusted advisors and family members to ensure everyone is on the same page and your stakeholders have the information and resources they need.
Strategic Resources
We combine the personalized care of an independent boutique firm with the robust resources of industry-leading organizations like The Nautilus Group, Eagle Strategies, and NFP. By leveraging advanced tools and technology and collaborating with strategic alliances, we develop and implement financial strategies to align your resources with your values and aspirations. This integrated approach ensures that every aspect of your financial plan works in harmony, giving you confidence and peace of mind.
NFP is an independent entity and is not affiliated with New York Life Insurance Company or its affiliates (“New York Life”). NFP’s services and business operations are separate from, operate independently of, and are not managed or supervised by, New York Life.
