National Financial Network is a boutique holistic financial planning firm. We specialize in business succession planning, estate planning, advanced insurance strategies, wealth management, and tax favorable plan design for business owners and individuals. All our consultations are free!
Estate Attorney
Trusts
1031 Exchanges
Defer Capital Gains Tax
Serving Individuals, Families, and Business Owners Since 1951: National Financial Network (NFN) is an established financial services firm that has provided comprehensive personal, business and corporate financial strategies since 1951. Prominent in the tri-state area with more than 100 associates, we are recognized as a leading firm for developing and retaining successful advisors to make a measurable impact on the communities they serve.
Services:
National Financial Network (NFN) is an established financial services firm that has provided comprehensive personal, business and corporate financial strategies for over 71 years.
As a member of The Guardian Network™, we have access to a suite of top of the line protection products and a rich heritage of promises kept since 1860. Since we are not obligated to use any one company’s products over another, our clients’ needs come first.
Park Avenue Securities
BROKER DEALER
Our securities licensed Advisors have access to a comprehensive suite of objective wealth management solutions to help meet our clients' short- and long-term growth and protection goals.
PROPRIETARY PLANNING TOOL
What Makes Us Different?
Our Mission
PROTECT
A Culture of Excellence
We use a macroeconomic approach to help you balance the four primary financial domains of Protection, Assets, Liabilities, and Cash Flow.
This system, called The Living Balance Sheet®, recognizes the interdependence of these domains and tests all financial strategies across them in an effort to maximize the protection and performance of your assets and cash flow.