Stage 2 Planning Partners is affiliated with National Financial Partners. NFP is a national organization of advisers 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 meet to present ideas that can help our Clients reach their goals in an efficient and effective manner. As a result of our association with NFP, we are able to bring some of the best talent to the table to help you with any problem or opportunity you might have.
Stage 2 Planning is proud to be associated with the following organizations to provide tools for our staff to further their education and provide the absolute best service to our clientele:
- Association of Advanced Life Underwriters
- Business Enterprise Institute
- Certified Financial Planning Board
- Financial Planning Association
- Knowledge Source Partner for The National Automatic Merchandising Association
- Kolbe Corporation
- Million Dollar Roundtable
- National Association of Insurance & Financial Advisers
- National Center for Employee Ownership
- National Financial Partners
- National Society of Financial Service Professionals
- The Center of Dynamic Wealth
- The Family Firm Institute
- The Legacy Companies K2
- Vermont Employee Ownership Center
- Vermont Family Business Initiative-Univeristy of Vermont