Estate Planning / Life Insurance
We’ll help you establish an enduring legacy through estate planning, business succession planning, philanthropic strategies and personal wealth management.
A bright financial future. You want one. Who doesn’t? But protecting what you own, taking care of your family and finding the best way to grow and manage your wealth can be overwhelming. Unless you have a partner. Scratch that. Unless you have the right partner. That’s us — NFP.
From home insurance to kidnap and ransom, you can rest easy knowing you have discreetly brokered insurance policies personalized to your needs. And that’s just the start. You have a legacy to leave, and we have the life insurance, charitable giving and estate planning capabilities that can help make it last for generations.
We can also apply our expertise to creating a diversified wealth management strategy that evolves along with your life. A tailored plan that takes into account all you have and all you want, created and managed by smart people who care about you.