Skip to main content
(301) 610-0071 info@finadvinc.com
  •  
  •  

  • Home
  • About
    • Who We Are
    • Our Team
  • What We Do
    • Our Services
    • Financial Planning
    • Not-For-Profit Consulting
    • Small Business Consulting
    • Medical Professionals
    • Gaming & Electronic Sports
  • Join Our Team 
    • Why Women Are a Natural Fit
  • FAA Blog
  • Client Center
    • Account Access
    • Calculator Library
    • Useful Websites
  • Contact Us

    You are here

  1. Home
  2. What We Do
  3. Specialty Services for NonProfit Organizations

Specialty Services for NonProfit Organizations

Financial Advantage Associates, Inc. is benefits and investment firm that is highly unique in that we specialize in the not-for-profit marketplace. Therefore, we understand the unique issues and needs of not-for-profit organizations and executives. In addition, we are a smaller, "boutique" type firm and have a close-knit team approach to client service. Typically, several professionals within our firm are working together as a team with each client.


We currently work with approximately 50 not-for-profit associations, providing the following services:

 

  • Deferred Compensation for "top hat" executives who have reached the maximum contribution limits within their 401(k) or 403(b) plans, we help establish a comprehensive, board-friendly salary deferral program that helps to reduce taxes and puts investment dollars to much harder work. 

  •  Asset Management we specialize in serving the unique asset management needs of not-for-profit executives and boards, specifically by partnering with executives and boards to design and implement investment policy statements. We introduce your organization to investment strategies for organizational assets that makes the executive staff and the board "partners", thereby making market changes less job-threatening. 
  • Charitable Planned Giving we provide comprehensive services that enable organizations to enhance their ability to increase current contributions, as well as secure future charitable gifts. We may help serve as an organization's Charitable Planned Giving Department, or supplement existing fundraising operations.
  • Staff Benefits we put together comprehensive benefit programs for organization staff in the areas of health, life, disability and long term care insurance, retirement plans, flexible spending accounts, etc. We provide a highly consultative approach, which, in many cases, results in improved benefit design features, lower costs, and enhanced administrative services. 
  • Member Benefits we put together unique programs for associations that benefit their membership and, at the same time, help them establish a source of non-dues revenue. Since not-for-profit organizations vary greatly in their membership composition, we offer a highly customized approach for these services, enabling our clients to structure benefit programs that their members truly consider valuable and will utilize to a significant extent.

     

Financial Advisors do not provide specific tax/legal advice. This information should not be considered as specific tax/legal advice. You should consult your tax/legal advisor regarding your own specific tax/legal situation.


 

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   1803 Research Boulevard, Suite 401, Rockville, Maryland 20850
  •   (301) 610-0071
  •   info@finadvinc.com

Contact us

Our firm has various representatives that are licensed to conduct business in MI for non-registered insurance products only.

We also have various representatives that are licensed and registered to conduct business in the following states: AZ,CA,CO,DC,DE,FL,GA,MD,MN,MO,NC,NJ,NY,OH,OR,PA,SC,VA,WV for non-registered and registered insurance products, as well as securities.

Financial Advantage Associates, Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Financial Advantage Associates are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Financial Advantage Associates are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3045425 10-2020

© 2021 Financial Advantage Associates, Inc.. All rights reserved.

Website Design For Financial Services Professionals