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Our Mission Wealth Management Corporate Services About Us Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFPSI. NFPSI is not affiliated with The Bensman Group. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFPSI 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 NFPSI Compliance Department at 512-697-6000. |
Our Mission Our mission is to be Your Strategic Alliance for Life. We are committed to developing meaningful relationships, understanding our clients' unique needs and values, creating customized solutions. Our Discovery Process There are four key components in our planning process: Fact-Finding, Analyzing, Communicating and Implementing. Our financial professionals engage in extensive and thorough dialogue regarding your financial and non-financial issues. Then we analyze and prioritize this information based on your values and goals, communicate our recommendations to designated advisory team members, and lead or co-lead the implementation of the strategies. Access to Highly Rated Solutions In each of our practice areas, we utilize highly rated solutions. For example, in our insurance and corporate benefits practice, we represent respected insurance companies to fulfill your risk management*, financial planning** and insurance needs. In our asset management practice**, we have access to leading institutional managers. |
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