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
Building Development
Building Funding
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
Expense Management
Fractional CFO
FSA/HSA Administration
Grant Searches
HR Support
HR Technology
Merchant Processing payment Platform
PEO
People experience platform (PXP)
Proactive Tax Planninng
Property Management Software
QP/IRA Preservation
R&D Credit
Risk Management
Specialty Tax Planning for Drs.
Succession Planning
Tax Minimization and Avoidance
Transportation Processes
NACFA is a Veteran owned company and a portion of ALL revenue will be used to further Veterans causes, organizations and projects. For more information visit www.naocfa.org or email GiveBack@naocfa.org
Ron Palmiter USMC
Founder/CEO