Products & Services

We provide assistance in the following areas:

*Investments    
  • Investment Consulting and Financial Planning
  • Separately Managed Accounts
  • Managed Mutual Fund Solution
  • Third Party Asset Managers
  • Fee-Based Brokerage Accounts
  • Variable and Fixed Annuities
  • Alternative Investments
Financial Planning    
  • Comprehensive Financial Planning
  • Estate Planning
  • Business Planning
  • Employee Benefits
  • Retirement
  • Charitable Planning
Insurance    
  • Life Insurance Structure
  • Life Insurance Competitive Analysis
  • Disability Income
Tax Planning    
  • Income Tax
  • Estate Tax
  • Gift Tax
  • Specific Transactions
  • Business Issues
  • Charitable Strategies

 

Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. Strategic Stewardship is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp (NFP), the parent company of NFP Securities, Inc.

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000