Our Qualifications
We are a team of professionals dedicated to developing
solutions that meet your individual, professional and business
needs. We listen to your concerns, ask pertinent questions,
understand your needs and work with you -and your advisors-
to determine and implement plans that meet your unique objectives.
We will take the time to learn from you; to understand the
uniqueness of your situation; to develop a list of priorities
with you; and to help you evaluate your options. Only then,
when we are sure that our recommendations are appropriate
for your circumstances, will we present strategies for your
consideration.
Many of the professionals at NPA Financial Inc. hold
designations that signify excellence in financial services,
such as Chartered Life Underwriter (CLU), Chartered Financial
Consultant (ChFC), and Certified Financial Planner (CFP®).
We have developed a reputation for thoroughness and take pride
in providing a high level of service and complete dedication
to the needs of our clients. We pledge to give you that same
high level of personal attention and welcome the opportunity
to do so.
COMPANIES WE OFFER PRODUCTS AND SERVICES THROUGH INCLUDE THE
NATIONAL LIFE GROUP®
COMPANIES:
National
Life Insurance Company
Montpelier, Vermont
Was established in 1850 and is licensed in all 50 states
and the District of Columbia.
Life
Insurance Company of the Southwest (LSW)
Dallas, Texas
An independent subsidiary of National Life Insurance Company
and a recognized leader and provider of annuity products.
Established in 1954. LSW is not licensed to do business in
New York.
Equity
Services,Inc.
Montpelier, Vermont
A broker-dealer and fee-based registered investment adviser affiliate
of National Life Insurance Company
Sentinel
Companies
Montpelier, Vermont
Serving the needs of investors since 1934.
American
Guaranty & Trust Company
Wilmington, Delaware
Offering complete personal trust and custody services since
1914
National
Retirement Plan Advisors, Inc.
Montpelier, Vermont
National Retirement Plan Advisors, an affiliate of National
Life Insurance Company, offers clients the benefit of more
than 60 years experience in providing comprehensive retirement
plan services.
National Life Group® is a trade name of
National Life Insurance Company and its affiliates.
Each company of the National Life Group is solely responsible
for its own financial condition and contractual obligations.
NPA Financial, Inc.
is independent of all companies referenced. NPA Financial,
Inc. associates may also be independently contracted with
other insurance companies.
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