Services & Strategies Offered Through Our Legacy Partners
SCFP® Certification/ Accreditation
Nonprofit Membership Organization
The National Association of Cash Flow Advisors is the intersection of Experience and Resources for anyone who needs to understand the power of Cash Flow, how to increase it, and to ‘keep more of what they make.’ NACFA provides what you could refer to as the blueprints for success.”
Services Offered Through Our Legacy Partners
Balance Sheet Analysis
Bridge to Success
Building Business Value
Business Credit Recovery
Business Development
Business Funding
Business Lifecycle Planning
Business Turnaround
C.O.R.E.
Capital Retention Strategies
Captive Insurance Companies
COBRA Administration
Concierge Transition Planning for Drs.
Cost Containment
Daily Pay
Debt Elimination
Debt Restructuring
Deferred and/or Delayed Capital Gains
Employee Benefits Tela-doc
Employee Benefits Unique cost reducing large group alternative
Engineered Cost Segregation
ERC
Expense Management
Fractional CFO
FSA/HSA Administration
Grant Searches
Hard Funding
HR Support
HR Technology
Liquidity Event planning
Merchant Processing payment Platform
PEO
People experience platform (PXP)
Proactive Tax Planing
Property Management Software
QP/IRA Preservation
R&D Credit
Risk Management
Specialty Tax Planning for Drs.
Succession Planning
Tax Minimization and Avoidance
Transportation Processes
As a former service member, our founder has designated a portion of all NACFA's proceeds to further Veterans Financial Literacy through the Navy SEAL Foundation, and Wounded Warriors Family Support. For more information email [email protected]
Ron Palmiter USNR/USMC/USARMY
Co-Founder Chairmen of the Board
Reach Us
Build the perfect collaboration of desired solutions for YOU and your clients.
Start Today!