Our organization is exclusively comprised of hand-picked vetted member-professionals and member-referred "only" clientele. Whether as a client, or member certified professional, each share the same vision in the NAFP’s unique wealth building system for financial independence. The qualifications of our executive team can only be surpassed by their devotion to excellence in practice and ethical standard. Even or our clients are expected to demonstrate the same and by their commitment to responsible engagement and follow through.
Mission & Method
Advising on a wide variety of financial needs and goals is the least of what we do. Rather, we literally partner with every single client to ensure their success. It is our mission to help you save money, make money and invest money wisely. The execution and management of our system optimizes net worth development and ensures wealth protection. Investment products are simple, historically proven and applied via an irrefutable methodology that succeeds via strategy over product. In the end and after utilizing every asset and tool to our disposal, our client/partners don’t need us, they just want to experience it with us.
The vision of the NAFP is simple; to deploy a very practical and professionally partnered plan for reaching financial independence and wealth development. Our focus however, is not necessarily the wealthy. After all, there’s a vast pool of expensive fee-based advisors and asset managers ready to engage them. Moreover, we have a more unique mission; to assist the most plentiful and uniformed financial market in existence, the struggling “middle class”. Our proven methodology depends less on product and more on strategic planning models and client-partnering. As many have proclaimed, we bring “big business principles to the everyday middle income household”.