Wealth Management and Retirement

Empowering Through Financial Education

Recognizing the critical role of financial knowledge in achieving wealth planning and retirement objectives, we’re excited to introduce our stand-alone Financial Education Program. Tailored to both our corporate retirement plan and benefit plan clients, this initiative is designed to demystify finance for employees at all levels. We implement a comprehensive and ongoing educational experience tailored to the specific demographics and needs of your workforce, with webinars, on-site sessions, videos, articles and more. We support your employees by fostering financial literacy — not just with retirement consulting, but for all aspects of an employee’s financial life. We take care of the heavy lifting so you can focus on your core business without being burdened with additional responsibilities.

In addition, we offer confidential one-on-one consultations for financial planning services, providing personalized and foundational advice to help employees navigate their financial landscapes and achieve their personal goals. This commitment to financial education ensures that every employee, not just those in the executive suite, gains access to knowledge and tools for optimizing their financial health.

Individuals: Achieving Your Financial Dreams

Your financial journey is personal, and our fiduciary wealth advising team is here to guide you every step of the way. Every NFP wealth management consultant, backed by a team of specialists, looks beyond the numbers to build a deep understanding of your aspirations, helping to craft plan that reflects your life's goals through collaborative financial planning and analysis. Access tailored solutions across financial planning services, estate planning and more, ensuring your path forward is as unique as you are.

Your financial success is our mission. As your dedicated partner, our relationship doesn’t end with the creation of your financial plan. We are committed to providing you with ongoing support, guidance and adjustments as your life evolves. Together, we’ll celebrate your successes and navigate challenges along the way. Let us partner with you on this journey to a secure and prosperous future.