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Financial planning and management for nonprofit, tax exempt organizations is specialized and often, very complex. With the ever changing regulations and policies driven by the government, individuals like you require a financial advisor who understands and can help you navigate through the issues.
With over 40 years of experience in the nonprofit, tax exempt market, Precision Financial Services, Inc. is your trusted advisor. Our team has the sophistication and network required to understand changing environments, laws and education within the Educational and Municipal professions. Whether your priority is employee benefits, retirement planning or insurance protection, we can simplify the process and protect your best interest.
We specialize in the following areas:
- 403(b) Programs (Tax Sheltered Annuities)
- 457(b) Programs
- Non-Qualified Compensation Programs
- Vendor Selection Process
- Insurance and Protection needs
- Education & Communication
- Interpretation of IRS Rules & Codes
- To speak directly with our expert, contact our office at 800-927-7190 or 973-927-6300 for immediate attention
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