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National Finanial Network

NFN Robert DePalo

Our Services:

  • Management Team Review & Analysis

  • Employee Compensation Review and Analysis

  • Review of Business Assets and Liabilities

  • Buy / Sell Agreement / Funding –Creation and/or Review

  • Key Person Planning Strategies—Protection & Incentive

  • Retirement Planning Strategies–401k, SERP, Deferred Compensation, and Annuities

  • A Living Will for Your Business (Business Continuation Instructions)

  • Exit Strategies –Transfer to Family/Partner(s), Insider Sale, Third Party Sale, ESOP, Liquidation

  • Stay Bonus Plans

  • Corporate Education for Employees

  • Personal Planning Strategies for Business Owners —Wealth Management, Asset Protection, Estate Planning

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National Financial Network (NFN) is an established financial services firm that has provided comprehensive personal, business and corporate financial strategies since 1951. We are recognized as a leading firm for developing and retaining successful advisors to make a measurable impact on the communities they serve. While we have expanded over the years, our mission remains unchanged: to create and implement financial strategies that meet and exceed clients’ desires. Whether seeking a holistic financial plan or targeted insurance, investment, or retirement strategy, we educate our clients about how each dollar in their world works together to provide the assurance of a secure financial future.

NFN’s Business Planning Group focuses on the unique needs of a business owner in all stages of their business from start-up to succession. There are many unique concepts which can help business owners protect their personal and business assets while mitigating tax exposure.

DIRECTOR OF BUSINESS PLANNING

Robert DePalo

Robert has been in the Financial Services* Industry for over 13 years. He received his BBA in Finance from Hofstra University as well as a JD from Hofstra Law. He started his career at an Equities Broker Dealer, was a Managing Director of Hedge Fund as well as a Partner at another mutual insurance company prior to joining NFN. Robert enjoys helping people identify their goals, and design strategic financial plans to move towards achieving those goals. Robert is a Certified Exit Planner (CExP), this prestigious designation is held by less than 350 people nationally.

As a Director of Business Planning, Robert has a strong understanding of helping business owners find their “why” to design the most efficient plan to achieve both business and personal goals. He believes greatest reward is not personal advancement but assisting others achieve their peak potential. Robert enjoys spending time with friends and family, he is a huge sports fan who never misses a Jets home game, and enjoys trying new restaurants.

Roberte DePalo National Financial Services

*Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 990 Stewart Avenue, Suite 200, Garden City, NY 11530, 516-745-5600 Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. National Financial Network, LLC is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member of FINRA, SIPC

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