WHO AND WHAT IS NAFEP?
NAFEP is in the business of providing the legal documents and structures required to support the financial planning, retirement planning and real estate community in meeting their clients’ estate planning needs.
NAFEP has a key competency of providing tax advantaged investment strategies and structures for financial planning, retirement planning, and real estate professionals.
These strategies and structures are accomplished through our Self Directed Installment Sale, 1031/Rescue, Cost Segregation and Self Directed IRA/401K products and services.
-
Primary Products and Services
- Self Directed Installment Sale (SDIS)
- Self Directed IRA (ICO)
- Self Directed 401(k) (one.K)
- 1031 Exchange (1031x)
- 1031 Rescue
- Cost Segregation Study (CSS)
- Living Trust (Premier I)
- Life Estate Trust (Premier II)
- C, S, LLC and Nevada Corp
- Nevada Domiciling
- Estate Planning Training, Education, Certification (CEA), and Cont. Ed
- Tax preparation services for Trusts, estate, 401(k), LLCs, C-Corp.
Company Overview:
- Founded in 1993 by Mike Janko.
- NAFEP is not a Law Firm, but a privately held, for profit organization
- NAFEP has a network of over 2,000 members
NAFEP members and professionals are trained and certified as a Certified Estate Advisor (CEA) before offering NAFEP products and services to the public
The National Association of Financial and Estate Planning (NAFEP)
NAFEP is one of two sister companies that work together to bring complete, end to end service, support and one stop solutions solutions to clients and members. Both divisions are held by common ownership.
American Estate & Trust (AET)
AET operates as Trustee for Trusts and as IRA custodian. This provides NAFEP clients with Trustee services for our Trust related products as well as IRA custodian for our self directed IRAs.
- Approximately 99% of all IRA custodial services are for NAFEP ICOs which are primarily invested in real estate.
WHY USE NAFEP?
- Focused Corporate Resources:
- All corporate resources are dedicated exclusively to developing and implementing the most thorough, professional, accurate and creative retirement and estate planning programs in the nation.
- Un-matched Research and Development:
- NAFEP has devoted substantial resources to retirement and estate planning research and development.
- NAFEP continues to invest in research and development. Few financial professionals can match NAFEP's investment in research and development in retirement planning, estate planning and tax planning.
- Breadth and Depth of Experience:
- Most recognized and recommended estate planning service in the country.
- Peer Review:
- Many NAFEP clients have their own attorneys and CPAs review their NAFEP documents and services. This has happened thousands of times, and provides an intensive level of peer review to help ensure no flaws are inherent in NAFEP planning services.
- Operational Excellence:
- Employs sophisticated technology for processing and tracking each order
- Sophisticated online tools and information for supporting planners in the field
- Provides in-depth product knowledge, tax and legal research to support planners in the field
- Provides the most in-depth expertise in the retirement and estate planning field
- Possess the most experience in the development and production of retirement and estate planning documents, knowledge and tools
Management | Special Counsel | Advisory Board | Check Our References
® CEA and Certified Estate Advisor are registered service marks of NAFEP™ The CFP mark is owned by the Certified Financial Planner Board of Standards, Inc