NFP does not offer legal or tax advice.
Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC.
Investment Advisory Services offered through Investment Advisor Representatives of NFPSI.
Lone Star Retirement Services & The 401(k) Concierge are not affiliated with NFPSI.
This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.
We are Lone Star Retirement Services.
Comprehensive Wealth Planning
To help you enjoy a full financial life, we start by building a full financial plan. Significant wealth has many facets, so our team looks at each one individually – from funding an education to preparing an estate plan – before developing a strategy that brings them all together.
Our comprehensive wealth planning services for individuals and families: Investment Services
From basic stocks and bonds to more complex alternative investment planning, our team offers a wide range of sophisticated investment planning and management services. Following modern portfolio theory (MPT), we stress the importance of diversification and evaluating your true risk tolerance in order to strike a unique balance between risk and return.
*Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss.
Corporate Services
We work closely with business owners and corporate executives to help them find or develop the retirement and benefit plans most suited to the needs of their businesses and the goals of their employees. Then, we provide ongoing seminars and workshops to ensure that company leaders and employees are making the most of their plans.
Our corporate services: Client Account Protection
Each account at NFP (held by NFS) is protected for the net equity of a client’s securities and cash positions. NFP Securities, Inc. is a member of SIPC, which protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). An explanatory brochure is available upon request, at sipc.org or by calling our office.
NFPSI has purchased excess-SIPC coverage through various syndicates of Lloyd’s, a London-based firm. Excess SIPC is fully protected by the Lloyd’s trust funds and Lloyd’s Central Fund. The additional protection currently provided has an aggregate firm limit of $750 million, including a sub limit of $1.9 million per customer for cash above basic SIPC for the wrongful abstraction of customer funds.
Account protection applies when a SIPC-member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against market fluctuations.
