Wealth Management | Financial Planning

South Burlington, VT: (802) 846-1264
Latham, NY: (518) 608-8939

Stage 2 Planning Partners is a different type of firm. Whether you are a business owner wanting to create value, you are getting ready for retirement or you have just had a life changing transition we have specialized processes designed to help you move through changes in your life.

We believe wealth management is not only about your money. It's about what makes a good life for you. It's about how you create value in your life, work and business. Our clients come from different walks of life and all have one thing in common, a wish to make their life better.

Find Out How We Help:

Find out how we can help you navigate change if you’re…

Getting Ready for Retirement:

Are you wondering if you will have enough for retirement?
Do you wish you had some help thinking about and managing your investments?
Do you wonder about how to protect your family or plan for medical risks later in life?
Do wonder about college funding for your children?

Having a Life Changing Event:

Are you having a financial change in your life?
Have you gone through a divorce, lost a loved one, recently retired or sold your business?
Does "when money changes, life changes" make sense to you?
Do you wonder about what to do first after having a major change in your life?

Creating Value in Your Business:

Do you already have a successful business?
Wondering if you are doing the right things to create business and personal value?
Do you have complicated business or personal planning issues facing you in the future?
Are you wondering how you'll leave your business?

DISCLOSURE: Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), member FINRA/SIPC. Stage 2 Planning Partners and NFPSI are not affiliated.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

NFP Securities, Inc. does not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.

Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.