Nonprofit Professional Services

Nonprofit Professional Services

Financial-Services

Carpinteria, Califor...
United States
Company Tagline

Retirement & Tax Planning for Nonprofit Professionals | Proven 4-Step Process to Protect Your Future

Industry Category
Financial-Services
Company Description

Nonprofit Professional Services (NPPS) is dedicated to providing comprehensive financial services, specializing in retirement and tax planning for nonprofit professionals. Located in Carpinteria, California, at 4700 Sandyland Rd, NPPS is committed to helping clients build a secure and tailored financial future through a proven four-step process.

NPPS distinguishes itself by offering strategies that extend beyond traditional 401(k)s or Roth IRAs, focusing on Indexed Universal Life (IUL) insurance. This approach combines flexibility, proactive risk management, and long-term security, providing a unique alternative for those seeking to maximize their post-retirement potential. The firm’s commitment to personalized financial planning ensures that each client receives solutions specifically tailored to their individual needs.

NPPS makes expert financial guidance accessible and convenient through its online services. By prioritizing ease and accessibility, Nonprofit Professional Services helps clients navigate the complexities of retirement planning from the comfort of their own homes. We invite the management of NPPS to create a customized and exclusive company showcase and product listing on our platform, further enhancing their visibility and reach.

Nonprofit Professional Services (NPPS) se consacre à fournir des services financiers complets, spécialisés dans la planification de la retraite et la fiscalité pour les professionnels des organisations à but non lucratif. Située à Carpinteria, en Californie, au 4700 Sandyland Rd, NPPS s'engage à aider ses clients à construire un avenir financier sûr et personnalisé grâce à un processus éprouvé en quatre étapes.

NPPS se distingue en offrant des stratégies qui vont au-delà des 401(k) ou Roth IRA traditionnels, en se concentrant sur l'assurance vie universelle indexée (IUL). Cette approche combine flexibilité, gestion proactive des risques et sécurité à long terme, offrant une alternative unique à ceux qui cherchent à maximiser leur potentiel après la retraite. L'engagement de l'entreprise envers la planification financière personnalisée garantit que chaque client reçoit des solutions spécifiquement adaptées à ses besoins individuels.

NPPS rend les conseils financiers d'experts accessibles et pratiques grâce à ses services en ligne. En privilégiant la facilité et l'accessibilité, Nonprofit Professional Services aide ses clients à naviguer dans les complexités de la planification de la retraite depuis le confort de leur propre domicile. Nous invitons la direction de NPPS à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, améliorant ainsi leur visibilité et leur portée.

Key Personnel / Employees
Tom Ligare - CLU® CAP®

Compare Companies Side by Side

Compare Nonprofit Professional Services with 3 companies in Financial-Services

4 Companies
Comparison Field
Nonprofit Professional Services
Nonprofit Professional Se...
Main Company
Ba
Baystate Financial
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NOW Wealth Management Solutions
NOW Wealth Managemen...
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KCA Wealth Management
KCA Wealth Managemen...
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Founded Year
1901 2012
Company Size
501-1,000 11-50 11-50
City
Carpinteria, California Boston, MA, USA Calgary, Alberta Camp Hill, PA
Country
United States Canada
Skills & Keywords Comparing with main company
11 Total Skills
Retirement Planning Financial Services IUL Insurance Wealth Management Tax Planning Indexed Universal Life Risk Management IUL Insurance kai-zen Life Insurance
10 Total 10 Unique
Unique Skills:
401K Annunities Business Succession Disability Insurance Estate Planning Financial Planning +4
16 Total 1 Common 15 Unique
Match 9%
Common Skills:
Risk Management
Unique Skills:
Business Insurance Credit Solution Cross Border Plannning Custom Advice Custom Portfolio Design Estate Planning +9
16 Total 2 Common 14 Unique
Match 18%
Common Skills:
Financial Services Risk Management
Unique Skills:
401(k) Retirement Savings Plans Alternative Investments Asset Management Bonds Business Planning Disability Insurance +8
4
Total Companies
1901
Oldest Founded
2
Countries
46
Unique Skills

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Alternative Company Names

This company is also known as

Nonprofit Professional Services 非营利专业服务 गैर-लाभकारी व्यावसायिक सेवाएँ Servicios Profesionales Sin Fines de Lucro خدمات مهنية غير ربحية Services Professionnels à But Non Lucratif Некоммерческие профессиональные услуги Serviços Profissionais Sem Fins Lucrativos