NAPFA Provides Consumers with Quality Control while Maintaining Flexibility for Financial Advisors
NAPFA is the National Association of Personal Financial Advisors.
NAPFA membership consists of financial advisors who provide comprehensive...
Estate planning is a category of professional service that aims to optimize the transfer the net worth from a person who passes away to intended recipients or beneficiaries. The purpose is to maximize the wealth that is passed on to the heirs. Wealth maximization can be achieved by: reducing federal, state and inheritance taxes; minimizing or eliminating probate costs by making clear who gets what and who is in control of distributing assets, and; ensuring that enough money is set aside to pay for the various attorney, court, executor and accounting fees. Estate planning also takes into account donations to charity and the manner in which funds may be distributed to charities.
NAPFA is the National Association of Personal Financial Advisors.
NAPFA membership consists of financial advisors who provide comprehensive...
Farm Bureau Insurance offers its customers insurance policies and
Principal Financial Group was founded in 1879 and is headquartered in Des Moines, Iowa. Principal Financial provides individuals, business, and institutional clients a range of financial products and services that includes
Northwestern Mutual is a mutual insurer that has been in operation since 1857. Northwestern Mutual offers products and services in the areas of insurance and investments. Specifically, the company offers products in the areas of life insurance, disability insurance, annuities, long-term care, mutual funds, financial planning, estate planning, trust services and other investment advisory services.