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Our Services

Services For Every Need

As an independent financial planning firm, our goal is to provide you with the broadest and most comprehensive range of services possible. Because we are independent advisors, we are not restricted to a single company’s products. We can and will select the most suitable strategies to serve you, your family, your business, and your employees.

Our Services Include:

  • Retirement Planning
  • Investment planning and management
  • Estate tax planning and wealth transfer
  • Trust creation, funding, & management
  • Education Funding
  • Insurance programs and risk management
  • Asset Management
  • Private Money Management
  • Private Wealth Management
  • Tax-Efficient Investment Strategies
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • IRA Roll-overs
  • 529 Educational Plans
  • Mutual Funds
  • Variable Life
  • Variable Annuities
  • 457/403b Roll-overs
  • Tax-Fee Unit Trusts
  • Pre-Retirement Plans
  • Legacy Planning
  • College Funding Plans
  • Charitable Gifting Plans
  • Estate Plans
  • Pre-Retirement Plans
  • Legacy Planning
  • College Funding Plans
  • Charitable Gifting Plans
  • Variable Universal Life
  • Disability Income
  • Term Life
  • Variable Annuities
  • Health Insurance
  • Universal Life
  • Long-Term Care
  • Home Health Care
  • Simplified Issue Life
  • Current income taxation
  • Investment and Asset Management
  • Wealth Accumulation or Preservation
  • Income/Cash Flow Planning
  • Estate Planning and Gift & Estate Tax Planning

*Tax and legal services are provided by third parties. NPCOA does not provide tax or legal advice. 

Trust us to assist you with your financial needs. 

Call us at (845) 294-1313 or (800) 893-9497.