FInancial Advisory

NPV Advisory Services is a management consulting, financial planning, business planning, tax advice & compliance, and general business advisory firm.

We DO NOT sell investments. We may provide guidance regarding  their ownership, management, use, maximization, and the property law and tax aspects of that ownership.

Click on the graphic to the left to read more, from NAPFA.

We also help other firms with their own FINRA, state regulatory, and tax compliance issues.

But we accept no commissions from investment product providers, broker/dealers, insurance companies or banks. We represent only the client. 

It should be noted that the engagement with our clients will involve multiple disciplines; Tax compliance, tax planning, business, and estate planning, along with Decision Science (decision making within the organization), corporate climate and communications management, and behavioral change are our expertise.

Providing education, analysis and research to help our clients make well-informed, fact-based decisions best describes what we do.

FIRST THINGS FIRST

An emphasis on what we believe are “first things first” will differentiate the advice we provide, and should be considered before choosing us.  

Understanding you and your firms internal strengths & weaknesses, as well as your external threats and opportunities, is foundational we believe.  

Choices made in the areas of tax, budgeting, spending, business entity choice, other aspects of business and personal planning, qualified retirement plan design, choice of ownership form and other financial decisions, should only come AFTER more the fundamental analysis and the resulting decisions about your direction are made.

THIS is what leads to SUSTAINABLE competitive advantage.