Individuals

We work with you to identify the important stages in your life. Our planning, investment and legacy advice is in sync with your point of view. Our job is to help narrow your choices to those that will help make your life better.

Whether it is planning for retirement, education for your children, legacy planning or tax planning, we know you need to stay in control of your life. Our goal is to help you work at a pace that is comfortable for you while you remain in control of all work that is done with us or our partners.

We know you are the expert at what’s important for you. Our processes are designed to help us learn and zero in on those areas that mean the most to you as well as the ones you have the energy to work on.

Below is a list of potential areas where we can help find strategies to help you move toward the goals or dreams you may have:

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.