Life Insurance & Wealth Transfer

NFP Firms offer clients estate planning and wealth transfer products and services that protect and preserve wealth during their lifetime, and plan for the next generation, through estate, business succession and charitable giving plans.

NFP Firms evaluate clients' financial needs and design personalized plans that suit their goals. Our firms work alongside clients' tax and legal advisors to develop efficient and effective estate and succession plans that offer flexibility and stability.

NFP has developed relationships with leading financial product manufacturers to enable our firms to access an ever-increasing array of products and services. Our open architecture platform allows our firms to offer clients the resources and tools best suited to their particular needs. 


David W. Freeley & David J. Carroll, MST, Financial Architects Partners, LLC
"The network that exists at NFP, and the willingness to cross-pollinate ideas and referrals, has really gone beyond our expectations."