NACFA members are a community of professionals who are passionate about helping their clients increase their cash flow, maximize profits while creating and retaining their wealth. Our members are focused on educating themselves and identifying value added resources they can deliver to their clients to enhance and expand their core business. We provide our members with invaluable resources, educational experts, and connections as we actively work together to make a difference.
Our professional development opportunities are a one of kind combination; an advanced planning master class series and real-world applications you can immediately implement. NACFA’s educational programs are based on our interactive platform you can access on your own time and led by experienced industry experts, online, with regular ‘live’ sessions as well to maintain continuity and our community connection.
Achievement of our Strategic Cash Flow Planner Certification highlights professional competency specializing in a broad range of strategies to increase cash flow along with our team of Legacy Partners.
NACFA provides members access to our Legacy Partners for their own personal needs on a discounted basis along with access to our cutting-edge marketing and prospecting tools for personal use as well as ‘white labeling’ for select clients.
NACFA is a centralized source of information. Through our Membership Directory we offer a platform for industry leaders to network, access resources and build their businesses.
We host events monthly through our Enlightened Mind affiliation giving our members an opportunity to share the expertise they have cultivated along with their Legacy Partner ‘team’ to invited clients and prospects to see these strategies explained as part of a virtual audience and then participate in a one-on-one consultation to explore their personal needs.
All our members will also have access to our Connection Marketing platform of marketing services, sales coaching and business expanding tools for personal use and ‘white labeling’ for select clients.
The “value” of your NACFA membership grows exponentially as you engage in programs and interact with our Legacy Partners.
Access to our members, opportunity to present through MentunEM format.
Exclusive access to CPAs, EAs and Accounting Professionals.
Access to and featured in our site directory, Access to non SCSP® related programs. 6 week Overview of the SCFP and MENTUM a 30,60,90 day intro to NACFA and SCFP and MENTUM. ‘A game plan and paths to revenue’.
Learn + Earn Membership
Access to and featured in our directory, ability to obtain SCFP® certification, Legacy Partners, discounted ‘Mor.e’ subscription.
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 GiveBack@naocfa.org
Ron Palmiter USNR/USMC/USARMY
Co-Founder Chairmen of the Board