Npa Wealth Management

read moreAt Paul H. Brock Associates, A Family Office, we believe that skilled professionals, self-made entrepreneurs and other financially successful people deserve and can benefit from access to the same kind of comprehensive planning and interdisciplinary consulting usually only afforded to the very wealthy. To that end, we work to enhance and simplify our clients' lives by creating custom, inclusive financial systems that encompass multiple disciplines. Our planning methodology benefits from and incorporates appropriate professional advice on tax strategies and legal perspective.

read morePaul Brock's more than 30 years of financial services experience have fully prepared him to assist wealthy families with financial matters. As President of Paul H. Brock Associates, Paul helps clients carefully articulate and. With more than 35 years of financial services experience, Matthew H. Eaton, CLU, ChFC, CFP is skilled at evaluating a client's current financial position, modeling future scenarios, conceptualizing opportunities to improve the. Marie has comprehensive experience in the use of a variety of financial planning software programs and works.

read moreWhere will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

read moreInvesting should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

read moreInsurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

read moreUnderstanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.