"By creating a Personal Contingency Plan, I realized that a former employee was still an authorized signer on my business bank account."
Confidential Personal Contingency Plan Client
"I was NPC's first beneficiary client. The love of my life passed away last summer, only three years after retiring from Vanguard. NPC walked me through the three-month process to transition my wife's retiree benefits and investments to me. I thought Vanguard would take care of everything after I sent them the death certificate. I had no idea the (beneficiary) process would be so complicated. The last thing I wanted to worry about at that point was keeping track of the many phone calls, forms, and procedures. I know I'm not the only one who feels this way."
George Reed,
Retiree Beneficiary
I'm telling all my friends that they need to work with NPC to create their Personal Contingency Plan."
Confidential Personal Contingency Plan Client
"No one has presented to me this range of pertinent information."
Terry Brett,
Kimberton Whole Foods Founder, and Owner
