National Financial Planning specializes in the design, implementation and administration of comprehensive, long-term financial plans for corporate executives, small business owners, and high net worth/high income individuals. These services are designed to minimize the effects of taxation and maximize personal wealth. Each client receives a personal consultation and a financial plan specifically designed for their individual situation. This written plan contains strategic recommendations that coordinate income-tax planning, investment analysis, and employee benefits. 

National Financial Planning is extremely proud of our personnel. On our staff are highly trained professionals such as an estate-planning attorney, specializing in wills and trusts, and a certified public accountant. These individuals assist in designing and implementing various portions of the financial plan. It is the combination of this extensive collective experience, knowledge and continuing education, which permits the firm to analyze the wide range of financial alternatives and to customize a plan to meet both the client’s intermediate and long-range goals.

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