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Rethink Your Retirement Strategy

At Nonprofit Professional Services, we challenge the norm. We start with the end
in mind. While most retirement advisors assist with designing investment
portfolios with the right balance of mutual funds, we start with assessing the risks that can derail the best retirement savings plan.

Companies we Represent

mass-mutual
Allianz
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Why we stand out

Risk Assessment

We start with a retirement risk assessment. We review the six areas that can derail the best retirement plans. We work with our clients to determine what risks they may have when they retire.

Strategy

After reviewing our clients' risk assessment, we develop a strategy to help them
create a plan that reduces or eliminates future retirement risks.

Action

We take action to implement the plan. Implementing the risk plan is more important early in the retirement savings process.

What We Do

Grow tax-deferred and provide flexible life insurance coverage that adapts to your changing needs

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Individual Risk Profile

We start by asking questions and reviewing the risks individually. Everyone is different and exposed in different ways. With the risks identified together, we rank each and determine and score each.

Protection Planning

Together, we examine the most concerning and immediate risks and develop a strategy to manage potential risks effectively. There are three ways to manage risks.

1) Assume the Risk 2) Share the Risk 3) Transfer the risk

Implementation & Timeline

With the assessment and strategy, we put a plan into action to manage the risks before they become a problem. The earlier these risks are managed, the less costly they will be. In many cases, allocating retirement funds toward a worry-free retirement makes sense.

See things in action

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Is an UIL Right For You?

Our services are designed for individuals who want to go beyond traditional retirement planning. You may benefit from our approach if you:

  • Are looking for more than just financial growth, but also protection.
  • Want to safeguard against inflation, taxes, and long-term care costs.
  • Are seeking a flexible, tax-advantaged alternative to 401(k)s or Roth IRAs.
  • Want to ensure your retirement savings continue to grow even after retirement.
  • Value guidance that helps you plan for life through and beyond retirement.
Plan feature

Services

Check out our service offerings

Risk Assessment Consultation

We review and assess each one of the five financial hazards inherent in
retirement

Taxes – Market Volatility – Inflation – Longevity – Long-Term Illness

  • We apply a rating (0 to 5) as the need for action
  • Then, we prioritize the ones with the highest rating.
Start my Consultation

Analysis & Recommendations

Introduce a draft concept and work together on a plan to meet the plan's goals, minimize financial risks, and maximize the quality of your retirement.

We will make changes and adjustments during that meeting before finalizing a plan to manage your retirement risks.

Analyze My Plan

Implementation

Once we have agreement and the strategies we will finalize and implement the plan

Get Started

Testimonials

See what people are saying

Nonprofit Professional Services identified some areas of concern I was unaware of. I changed my retirement plan with the new information, which will make a big difference later. It will save thousands of dollars in taxes. I recommend taking the time to go through the process, which was quick and convenient.
Lori Willis, Executive Director, Santa Barbara Foundation
I am like most people, who don’t pay attention to retirement because it is in the future. I thought I would figure it out when I got there. I am so glad I took a few minutes to understand what could happen in retirement and the potential cost. I am glad to have put a plan in place while I am young. It takes the worry away. Tom and his team were knowledgeable and great to work with.
Ariana Hudson, Owner of Four Paws
Working with Tom and his team was a great experience. I am busy and procrastinating to sit down with a retirement advisor, knowing I need to put together all my financials, have multiple meetings, and devise a plan. The convenience of working with online meetings with Tom and his team makes the process painless. The financial tools are impressive and gave me the comfort of
having tax-free retirement funds that I will not outlive. It was a positive experience, and I highly recommend Tom and his team.
Anonymous
Our story

Act Now for a Confident Tomorrow

The earlier you start planning, the better positioned you’ll be to protect your future. 

Start taking control of your retirement with solutions that grow and protect your wealth while giving you peace of mind. Don’t leave your future to chance—reach out today for a free consultation, and let’s start building a strategy that secures your tomorrow.

Contact Us

Get in Touch with Our Experts

  • Southern California

  • tom@nppss.com

  • +1 805-684-0109

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