We provide our clients with a full range of products and services purposefully designed with the goal to help them succeed. Our services and products include, but are not limited to: business planning, wealth management, individual planning and personalized support protecting assets. Additionally, we work with insurance and financial service companies to ensure our clients have complete access to the products they need to work toward their goals.
Insurance Management – As an Independent Marketing Organization (IMO) and Managing General Agent (MGA) with over 40 insurance carriers, National Financial Alliance is able to obtain the best pricing and coverage, and subsequently provides objective advice about insurance management. To provide the desired level of protection for each client, we review, price, evaluate and monitor all insurance coverage (Life, Health, Disability, Long Term Care, Property & Casualty, etc.).
Estate Planning – At National Financial Alliance, our advisors work with our client’s attorneys to structure appropriate wills, trusts, business entities, insurances, investment management, charitable/foundation plans and power of attorneys. Additionally, we coordinate benefits with all parties involved and roll out new estate plans to the entire family, acting as an independent third party to help mitigate tension among heirs. (If the client does not have an attorney, we are able to make referrals for one).
CFO/Concierge Services – We act as the client's liaison between all of the their financial personnel, CPA's, attorneys and business HR programs. Our CFO/Concierge program offers an array of services tailored to fit the specific needs of each client. From coordinating benefits to managing money, we have anticipated the needs of those we serve and have equipped our trusted advisors to meet them. Some of our services include cash flow and budget analysis, business continuity planning, asset purchase review, tax planning, investment management, insurance planning, business transition management and expense review. These services link the company business plan with the client's personal plan in order to maintain financial continuity.
Financial Planning – We offer clients comprehensive financial planning and advise clients on everything from budgeting and cash flow to investment management and retirement planning. Whether a client is planning for a major purchase, refinancing their home or needs basic estate planning, NFA's team of advisors is well equipped to build each client's vision of financial success.