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Clients

Protect, for your todays and tomorrows.  

Recognizing life's uncertainties, we provide the skills and education to help others adapt to a shifting environment.

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Invest in yourself and your future.

Your investments of time, energy, talent, and hard-earned income deserve nurturing and guidance over time.

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Achieve goals and dreams beyond expectation.

At the heart of our mission lies empowerment. Each journey is unique, and in aiding both clients and advisors in achieving their aspirations, we not only facilitate their growth but also foster our own.

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Mission, Vision, and Values 

We help people.
We never stop learning.
We have fun.

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49 Thousand
Clients

We work with over 49 thousand clients, and growing.1

$28 Billion
Life Insurance Death Benefit

The amount of death benefit our clients' beneficiaries would receive.2

$1.4 Billion
Disability Insurance Annualized Benefit

The amount of income replacement our clients
would receive should they become sick, injured, or disabled.

$6.1 Billion
Assets Administered

The total amount of investment assets and cash value within life insurance policies.

13 
Unique Languages

When clients feel understood and valued, they're more likely to collaborate effectively.
 Spoken languages at NFN:
English, French, Spanish, Hebrew, Russian, Georgian, Mandarin, Cantonese, Portuguese, Italian,
Croatian, Hindi, Arabic3

280+
Associates

NFN has over 150 Financial Professionals with 75+ members of Leadership and Staff. 

Protection Planning

In the event of untimely death or disability, we collaborate with clients to assess how income and estate protection strategies can effectively complement their comprehensive financial plan.

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Wealth Management

Our clients leverage our experience to help them steer clear of short-lived investment fads and market timing methods that are commonly followed.

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Retirement Planning

Financial independence means not having to work. Though many of our clients choose to work after they have become financially independent, having enough financial resources saved to support their desired lifestyle provides peace of mind and a possible legacy for future generations. 

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Estate
Planning

At NFN, we will work with you and your Attorney to create a detailed inventory of all your assets and help clarify the ownership and beneficiaries of your estate.

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Business 
Planning

Just like a quarterback leads the team, we'll be your quarterback for all
your financial decisions.  We'll strategize with you to implement tax-saving tactics and boost your cash flow. This frees you up to focus on what truly matters– achieving your business dreams.

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Client Process

Step 1Discovery Meeting

Our initial meeting will focus on building a strong foundation for our partnership. We'll share our firm's philosophy and discuss your financial aspirations.

Step 2Protection Analysis

We prioritize protecting your financial future by minimizing the impact of life's uncertainties, like illness or accidents. In this step, we'll assess your current financial safeguards and ensure your assets are adequately protected.

Step 3Cash Flow Analysis

To help you achieve your financial goals, we'll optimize your cash flow by analyzing your income and expenses. Our planning tool, The Living Balance Sheet®, will provide a clear picture of your financial health and how to improve it.

Step 4Implementation

We'll create a personalized financial strategy tailored to your specific needs and risk tolerance. We'll then implement your plan and monitor it closely, making adjustments as needed through annual reviews and ad-hoc changes.

Ready To Get Started?
Who you work with
makes a difference.

As a member of The Guardian Network, our experienced Financial Professionals understand that a one-size-fits-all approach doesn't work. That's why they take the time to get to know your unique needs and goals. We have the flexibility to recommend a variety of top-rated financial products and services from different companies, ensuring you have the right options to build your financial future.

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Step 1: Schedule a Consultation

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team supporting you every step of the way.


Step 2: Build Your Plan

Empowering our clients with knowledge of diverse strategies is key to building a successful plan. We want them to feel confident and in control of their financial future


Step 3: Enjoy Life Stress Free

Many people waste valuable time navigating finances alone or with unqualified advisors. At NFN, we offer expert guidance to save you time and stress, so you can focus on what matters most.

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Special Teams

Financial Services is dynamic, boasting specialized Advisors who excel in creating specific strategies tailored to niche markets. The benefit of these specialized teams is that each associate at NFN gains access to a wealth of knowledge without having to master it individually. 

Our core value of "we never stop learning" resonates deeply with everyone in our organization. Providing future Advisors with the opportunity to learn from masters in their craft is an invaluable asset that NFN provides.

Locations

Careers

Opportunities Await


  • Leadership

    In our business, versatility reigns supreme, offering multiple avenues to explore. The leadership track presents opportunities for individuals to either oversee a team of advisors or contribute to the management of the organization as a whole.


  • Financial Advisor

    Establish your financial services practice with assurance. NFN introduces a specialized training and development program crafted to support both newcomers and seasoned professionals in the field, empowering them to expand their influence and enhance their expertise. Financial advisors can offer clients a comprehensive range of both protection and investment strategies.

    Apply Now

  • Financial Professional

    Many associates collaborate with a Wealth Management specialist to operate thriving insurance-focused practices within our organization. While obtaining securities licenses is encouraged, it is not required.

    Apply Now

  • Summer Internship

    NFN offers a paid summer internship program.  The 8 week program is designed with Finseca and Guardian Life curriculum, self study and in-person.  The program is designed for college juniors entering their senior year, but can be flexible.
    Preferred Majors : +Plus not a must
    • Business
    • Finance/Entreprenurship
    • Accounting

    Apply Now

Contact Us 
We Want to Hear
From You

Looking to optimize your financial plan? Submit your information to receive a call from one of our Advisors.

Interested in exploring a career in Financial Services? Our Managing Directors can provide expert guidance and discuss career growth opportunities. Submit your contact information, and we'll reach out to schedule a call.

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(1) Client number footnote: Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts. 2) Assets Administered footnote: Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency. 3) Please note future written communications such as statements and applications may be in English only.