People in Transition

We experience two types of transitions in our lives: those we plan for and are expected, and those that are un-planned but can happen to us. We help you develop plans for the known transitions you’ll face. When an un-planned transition occurs, we stand beside you helping you choose activities that make it easier for you to move forward with your life.

As with all work that Stage 2 does for its Clients, we believe that you are the expert at what’s important for you. Ensuring that you stay in control of the planning process is always at the heart of our efforts. Our goal is to help you make your life better.

Sometimes making your life better becomes difficult in the middle of a transition. We spend a great deal of time studying best practices for various transitions that are both difficult and often un-planned.

We use our experience of working with transitions, best practices and, most importantly, your wishes for both the planned and un-planned events in your life. Some of the areas in which we have developed tactics and tools for are:

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.