Our Services Services For Every NeedAs 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 PlanningInvestment planning and managementEstate tax planning and wealth transferTrust creation, funding, & managementEducation FundingInsurance programs and risk managementAsset ManagementPrivate Money ManagementPrivate Wealth ManagementTax-Efficient Investment StrategiesTraditional IRARoth IRASEP IRAIRA Roll-overs529 Educational PlansMutual FundsVariable LifeVariable Annuities457/403b Roll-oversTax-Fee Unit TrustsPre-Retirement PlansLegacy PlanningCollege Funding PlansCharitable Gifting PlansEstate PlansPre-Retirement PlansLegacy PlanningCollege Funding PlansCharitable Gifting PlansVariable Universal LifeDisability IncomeTerm LifeVariable AnnuitiesHealth InsuranceUniversal LifeLong-Term CareHome Health CareSimplified Issue LifeCurrent income taxationInvestment and Asset ManagementWealth Accumulation or PreservationIncome/Cash Flow PlanningEstate 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.