Be confident in how you grow and protect your money
Here at NPG, we aim to provide you with cash flow management services that you can trust, as well as full access to the independent life & disability insurance marketplace
We will help you with optimizing your income, performing a thorough household expense review, and strategizing how to best leverage your take-home pay so you can put money towards the things you value
Life Insurance Solutions
We will shop the independent life insurance marketplace to find you the best options with premier carriers that can provide you with a combination of competitive pricing and favorable health assessment outcomes
Disability Income Protection
We will shop the individual disability insurance marketplace based on your occupation, whether you are looking for primary coverage or pairing coverage with your group policy to protect as much of your income as possible
Public Speaking Engagements
We are open to speaking in a group setting and providing sound cash flow planning advice to participants
The NPG Story
After working for nearly a decade in the financial services industry, there were two main themes I often saw from my affluent clients that helped take them to the next level in their respective financial journeys: discipline around optimizing cash flow and taking a serious approach to risk management. At NPG, we aim to help you succeed in both of these areas so you can confidently pursue your financial goals.
FAQ
How do you help with cash flow planning and budgeting?
We take a thorough approach to understanding how you earn your income, analyzing your take-home pay for any shortfalls, and evaluating household expenses to see how you can best maximizing your discretionary income.
How do I go about looking for insurance coverage through NPG?
We start with an inquiry process that includes asking financial & lifestyle questions given to us by the insurance carriers we work with. We gather their collective preliminary feedback and present you with competitve quotes from the best carriers in the marketplace.
How long does a consultation last?
Our discovery calls are tailored to be done in 30 minutes or less (not accounting for questions you may have) and our strategy calls are aimed to be done in 60 minutes or less. For cash flow planning consultations, this is a 12-week minimum commitment to ensure we have a solid timeframe to see new disciplines start to take shape.
What type of payment methods do you accept?
PayPal, Venmo, Zelle, and Cash App are the only payment methods available at this time. Not accepting cash, checks, or cryptocurrency.
Your Life Insurance - The DIY Way
Prefer not to interact with an insurance agent when exploring for life insurance options? Follow the link or QR code below and you will be directed to our Ethos page, where you can research your own coverage options at your preferred pace & timeframe. Think of it as a self-checkout line for life insurance! DIY method is welcomed here!
