Who are Stage 2 Planning Partners and why should I work with them?
Stage 2 Planning Partners is a firm that specializes in working with owners of closely held businesses on a variety of strategic and financial issues that impact both the business and the owner of the business. We use an interdisciplinary approach where we first find out what’s important to you and then combine strategies that many times provide an outcome that exceeds your expectations.
What is National Financial Partners Corp. and why would I care?
NFP is a national organization of advisors who provide high level advice to Clients who have sophisticated planning needs. Twice a year we have meetings where a few of the best and the brightest present ideas that can help our Clients reach their goals in an efficient and effective manner. As a result of our association with Partners Financial, a division of NFP Insurance Services Inc., which is a subsidiary of NFP, Inc. , we are able to bring some of the best talent to the table to help you with any problem or opportunity you might have.
Why is it important to work with an Independent Adviser?
Because we don’t work for any particular company, we are able to provide you with independent analysis of what investment or insurance options would be appropriate for you. We are fully licensed to provide all financial instruments and as a result are able to provide you with solutions that are designed to work in your particular situation.
Why do you have so many different strategies?
We believe that strategies will ultimately move you towards achieving your goals. Once we understand which strategies are most appropriate, we then will find the financial instrument that will help you achieve the outcome you desire. By placing strategies before product, we can be much more creative in helping you achieve the bottom line you want in your business and life.