Our services are designed to meet the needs of our three primary client types:
Late Stage Accumulators
Many clients between ages 50 & 65 look to us for financial guidance in preparation for retirement and the transition from their corporate careers. Our experience is focused on transition planning for employees and executives from Xerox, Alaris, Eastman Kodak and ITT/Xylem.
Business Owners & Self-Employed High Income Professionals
Questions of retirement readiness, business succession, tax qualified retirement savings strategies and insurance are of critical interest to our clients in this segment. Because they often find their financial lives are increasingly complex and their personal lives “time-poor,” our services are highly valuable.
Family Wealth Stewards
Through divorce, inheritance, retirement or other life changes, we have worked with many clients who value the clarity that we are able to bring to their financial circumstances during a transition. Planning to preserve assets, produce retirement income and intergenerational family and gift planning are the critical skills we possess that bring confidence to managing family wealth.
Our clients typically have assets in excess of $500,000. However, NLFP does not impose a strict account minimum, and exceptions may be made for clients who engage in The Financial Clarity Advantage process.