Our Services

For Individuals

  • The Financial Clarity Advantage. This client-centered process audits all aspects of financial planning, clarifies goals, and recommends action
  • Fee-based investment management utilizing exchange traded funds and selected no-load mutual funds
  • Personal economic modeling to answer questions of retirement readiness
  • Insurance analysis and planning
  • Estate and Legacy Planning
  • Corporate exit planning for executives & employees of Xerox, Alaris, Eastman Kodak and ITT/Xylem.

Overview of the Steps of The Financial Clarity Advantage Process

Video about The Financial Clarity Advantage Process

For Business Owners

  • Retirement Planning
  • Qualified Retirement Plan Design
  • Buy/Sell Insurance
  • Executive Compensation Planning
  • Business Succession/Exit Planning

Our Corporate Partners

  • NorthLanding Financial Partners, LLC is aligned with the Institutional Wealth Services division of the Fidelity Brokerage Services, LLC, Member NYSE/SIPC, as custodian for our investment advisory accounts.