NorthLanding Financial Partners bases our Financial Clarity Advantage process on the Certified Financial Planners board of standards for a comprehensive plan. As an advisor-owned firm, we leverage technology to best apply resources of large financial complexes without sacrificing the personal, caring dynamic of the client relationship.
We are focused on our clients as our paramount stakeholders. The concept behind our name is the partnership we form with our clients, journeying toward their destination of safe arrival and financial success. We guide our clients to climb over any financial obstacles they are facing so they can achieve and maintain their personal "NorthLanding."
We are focused on our clients as our paramount stakeholders. The concept behind our name is the partnership we form with our clients, journeying toward their destination of safe arrival and financial success. We guide our clients to climb over any financial obstacles they are facing so they can achieve and maintain their personal "NorthLanding."
Services
Based in Rochester, New York, NorthLanding Financial Partners, LLC (NLFP) serves clients nationwide who seek direction in establishing the financial goals and objectives that matter most to them and their families. We establish a lifelong relationship by providing our clients with an objective set of eyes.
Rob is a founding Partner of NorthLanding Financial Partners, LLC. In addition to serving as the firm's Chief Investment Officer, his practice extends to fee-based financial planning and investment management for a select number of high net worth individuals and families. His clients depend on his oversight for personal, objective advice on investment allocation, retirement income planning, estate planning, and tax-related matters.
Many clients between ages 50 & 65 look to us for financial guidance in preparation for retirement and the transition from their corporate careers. Our experience is focused on transition planning for employees and executives from Xerox, Alaris, Eastman Kodak and ITT/Xylem. Questions of retirement readiness, business succession, tax qualified retirement savings strategies and insurance are of critical interest to our clients in this segment.
The Financial Clarity Advantage (FCA) audits all aspects of financial planning, clarifies goals and recommends action. Investment planning - We assess investment portfolio and savings strategies, then discuss how to better align the management, diversification and tax exposure given the client's risk tolerance and distribution need.
Select Advisor Access clients work directly with their advisor in regularly scheduled meetings, along with year-round phone call and email access to them. Clients that elect Select Advisor Access may receive a broad variety of services ranging from support of their financial plan, retirement income planning, and annual, personalized tax summary letters.
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JadeAnnRood Holland
Sep 01, 2015
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