Skip to content
Contact us

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.

Could your Tax Bill in Retirement be TOO BIG?

If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. That’s because you’ve deferred your taxes to the future.

What We Do

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

joel-jasmin-forestbird-znoL1m6MD_k-unsplash (1)

1. 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.

2. 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

3. 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

Five-Retirement-Risks-for-Home-Page_1700X1100

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

Sign up to stay in the loop about the latest updates