NFA Business Management

Business Management Services

NFA Wealth Management is your one-stop shop for all your business planning needs. We offer a wide range of services that are designed to help you achieve your business goals. We team up with your legal and accounting teams to efficiently structure your business entities, develop ownership in a tax-friendly manner, and facilitate business continuity planning.

Our Services Include:

  • Entity Planning
  • Business Continuity/Transition
  • Concierge Program
  • CFO Program for Businesses
  • Buy and Sell Agreements
  • Benefit Coordination
  • Key Personnel Packages
  • Tax Planning
  • Income Tax Planning
  • Retirement Programs
  • Asset Purchase Review
  • Insurance Planning
  • Coordination of Personal and Business Plans


Group Benefits

Group Benefits

As your dedicated group benefits team, we bring a unique combination of expertise, commitment and personalized service to ensure that your company receives the best possible group insurance coverage.

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