We offer a range of services to our clients including the evaluation of objectives, the analysis and presentation of suitable options, implementing the selected investment and insurance vehicles when appropriate, and communicating with other advisors when necessary and authorized to do so. Depending on the service desired, we may be compensated by a fee for the implementation and monitoring of an investment vehicle, a commission, or work for you on a billed-fee basis. We strive to provide transparency concerning compensation.
After exploring your growth objectives and risk tolerance, we will introduce you to one or more asset allocation strategists. If an investment is implemented, we will meet with you as often as four times per year to update your objectives, account progress, and determine whether or not changes should be considered.
When appropriate, certain alternative investments may be considered to supplement core positions. These programs require specific qualifications from the investor and pose additional risks.
Estate Planning and Risk Management
We have many years of experience working with individuals and their attorneys to design and implement life, disability, and long term care insurance plans for personal, business, and estate planning needs. If desired, we will analyze existing policies to confirm that they are appropriate and reflect favorable pricing. A variety of solutions will be offered so that you can decide the type and amount of insurance that best allows you to insure the financial risks facing you and your family.
Registed Representative is not an attorney. The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy. NPC does not provide tax or legal advice.