Resource Center

resource center

Welcome to our resource center

We've put together a group of reports, charts and mind maps you may find interesting. Click on your interest area below and you'll be taken to our download center for special reports, workbooks and mind maps that cover issues faced by business owners, individuals and people in transition.

Soon you'll see a section that also covers what makes each advisor at Stage 2 unique in their own right. We believe adding this section will help you understand what makes our people special.

Thanks for your interest and we hope you enjoy any reports you decide to download.

Stage 2 Planning Partners

Business Owners - This section is where you will find more information that would be of interest to a private business owner or their advisors.

Individuals - You will find additional information for an individual who is interested in wealth management, investment management or financial planning.

Mind Maps - Mind maps are visual representations of different processes that we offer. This section allows you to download various mind maps that you may find interesting.

People in transition - You will find additional information here for people who are in transition. This could be people who are selling their business, going through a divorce, receiving an inheritance or going into retirement.

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.