Individual Financial Consulting

Extras that make the difference.

Modern benefits offer an incredible amount of variety, making it possible to put together a program as unique as your workforce. By adding a variety of optional programs that employees can pick and choose from, your company has a more competitive benefits plan.Health plan options and retirement planning resources that support your workforce’s needs are the foundation of that. Ancillary benefits help companies build on that foundation to develop more specialized options for your people.This can differentiate your business even further to applicants, and showcase appreciation of established employees. Additionally, these benefits can make an impact without negatively affecting your budget.These benefits often provide invaluable security to program participants, covering aspects of employees’ lives that are ignored by straight health and retirement offerings. We can work with you to develop offerings for: Pet insurance Legal counsel Critical illness insurance Cancer coverage Accident coverage Term, universal and whole life insuranceOur strength is helping you get perspective. Staying on top of trends and researching options can be a full-time job, so we can help you by: Identifying best-in-class options in your industry Evaluating your current benefits ecosystem to see how it compares to similar companies Strategizing based on industry trends to ensure the program you offer remains competitive over timeWe help businesses like yours establish these benefits on your terms. Through our carrier relationships, our professionals have experience establishing competitive pricing. Our legal experts can assist by negotiating favorable underwriting concessions with major benefits carriers and legal expertise, too.Whether employer-contributory or voluntary benefits fit your strategy, our expertise can make a difference as you develop, negotiate and manage the ancillary benefits that matter to your employees. 

Specialized clarity for your unique complexity.

Ground Control Business Management (formerly Savitsky Satin Bacon & Bucci, which NFP acquired in 2019) is a leader in the business management space and an exceptional complement to our wealth management business.The Los Angeles-based firm serves high-net-worth individuals, including entertainment industry executives, entertainers and professional athletes, among others, providing a broad range of specialized services that include oversight of financial affairs, insurance, taxes and financial life planning, as well as a variety of personalized concierge services.The team understands the businesses their clients are in, the challenges they face and the opportunities they’re interested in. This puts Ground Control Business Management in a great position to ensure solutions are integrated and effective so clients have the peace of mind knowing what they care about most is handled.For more information, please visit https://gcbm.com/.

Here when it matters most.

By developing an excess liability program tailored to your exact needs, we can help you better make sure you're covered during the good, the bad and everything in between.Get the additional limits of insurance you're looking to truly cover your bases so you can get back to work. We're not tied to any specific vendor or product, which means we find what will work best for you to support your business's success, expansion and security.Talk with us today about setting up comprehensive protection for your people, places and products.

Live confidently.

What do you want to accomplish and by when? How much risk can you tolerate, emotionally or financially? What do you need to live your life the way you want now and in the future?Your portfolio should combine your unique ambitions with an approach designed to grow returns and reduce risks. And you need a team that can be there with you through each phase of your investment progression. Our advisors know what you should be thinking about, from the big picture to the smallest details. As your life and financial situation evolve, so will your objectives. We’ll regularly assess your circumstances and offer new insights and strategies so you can stay on track.Maximizing Your PortfolioAn effective asset allocation strategy considers time horizon, cash flow, risk tolerance and return expectations, plus external factors such as ever-changing markets. We can provide insights and recommendations for standard and advanced opportunities forged through extensive research across investment managers, mutual funds and investment vehicles.Attention You Can Count OnYou don’t want your financial future left to chance, and neither do we. Market conditions, contributions and other factors can change how you want your assets allocated. We’re able to keep an eye on your accounts to make sure your portfolio stays aligned to your goals and objectives. We can also monitor your investment performance to see how we can make your results even better.NFP also operates two wealth management firms with unique specialties:Fiducient Advisors provides investment consulting services to retirement plan sponsors, private institutions, nonprofit organizations and affluent families.Wealthspire Advisors is an independent advisor with 18 locations throughout the Northeast, Mid-Atlantic, Midwest, and West Coast, specializing in exceptional service to affluent clients that pairs tailored portfolios with a personalized financial plan and service team.