Accumlating Wealth

NIPS puts its clients on a proven system for building the wealth necessary to achieve their goals at different stages in their lives. NIPS planning enables its clients to devote their time to more interesting pursuits involving the spending of their accumulated M-O-N-E-Y.

Solving Problems

NIPS solves the everyday financial problems for its clients.

If it involves your M-O-N-E-Y, NIPS can help in all of the following areas:

• Cash Flow Planning – Analyze mortgages, automobile or other major purchases, credit card debt and college loans and expenses. Recommend proven and effective solutions for efficiently managing cash to meet all needs.
  
• Retirement Planning – Advise on investment choices for IRA, 401(k), 403(b) and other qualified plans. Analyze social security and retirement income needs. Develop plans for those whose goal is early retirement.
  
• Tax Planning – Provide strategies to reduce income taxes. Prepare individual and corporate tax returns. Analyze capital gains and dividend income distributions. Determine and arrange for monthly deposits to bank accounts from mutual fund accounts. Review objectively needs for life insurance or annuities.
  
• Estate Planning – Analyze use of life insurance and needs for wills and trusts. Develop strategies to reduce estate taxes. Provide solutions for disabled or incapacitated beneficiaries.

Becoming A NIPS Client

• Call (407) 629-6477 for an appointment or complete the following request form.
  

  Please fill out the following information and press the SUBMIT button
  

  Full Name
  Phone Number
  Please add any additional comments

  
  
  
• No charge for consultations or planning solutions.
  
• Minimum investments are $25 per month as an automatic bank draft for qualified and non-qualified accounts, $250 for qualified accounts and $1000 for non-qualified accounts.   
  
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