Who we are

Stage 2 Planning Partners is an independent financial services firm whose professionals offer comprehensive wealth management. Our goal in serving Clients is to help make our Clients lives better. All of our Principals and Advisors have had significant experience working with Clients on a variety of tactical and strategic areas of their life. We believe that it’s important for us to first understand what our Clients want from their life before making suggestions about actions the Clients might take.

We ask our Clients to evaluate all our suggestions by answering the question will the suggestions they’re hearing make their lives better. If the answer is yes, we recommend pursuing those options. If the answer is no, we continue to ask questions till we can help our Clients find answers that will add value to their lives.

For more information about our Vermont Associates, please click here.

For more information about our New York Associates, please click here.

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.