For Those Who Know There's More

For Those Who Know There's More

Going beyond the traditional, NTFS provides investors access to exclusive private investment solutions and advanced tax strategies reserved for the high-net-worth.

More Access. Better Strategy. Stronger Outcomes.

Our open-architecture model was built as an alternative to the traditional institution-driven model. A model where advisors and clients are tied down and limited by products and solutions that most investment firms force their advisors to push. 

By combining private-market alternative investments with collaborative tax strategy, we help investors pursue true diversification, predictable income, and more efficient long-term outcomes. Here, strategy is open, collaboration is intentional, and access is expanded. 

We take pride in helping clients transform tax liabilities into wealth-building assets and giving clients access to little-known investment strategies the ultra-wealthy have been using for decades.

Featured Interview: Bob Coleman with Shark Tank’s Kevin Harrington

In this special edition of Business Icons, Bob was invited by Kevin Harrington (original Shark from Shark Tank) to share his journey as a nationally recognized financial educator and the visionary behind Non-Traditional Financial Solutions. 

They dive into Bob’s mission to serve investors and nonprofits with nontraditional strategies that go beyond the status quo—reducing taxes, protecting assets, and generating more predictable outcomes.

This interview offers a powerful glimpse into what it means to experience “a non-traditional advisor.”

The Prosperity Code™

"A proven predictable process for designing the prosperous life and financial abundance you desire."

The Prosperity Code™ is a proprietary system created by NTFS. 

You don't "break" The Prosperity Code™ you unlock it. The key to unlocking the code is access. Access to opportunities you have never seen through a traditional advisor.

Our Clients

Helping investors and high-income earners from every background

Retirees & Pre-Retirees

Retirees & Pre-Retirees

"Retire On Your Terms" with predictable reitirement income

Learn more
Seasoned Business Owners

Seasoned Business Owners

Mitigating taxes, reducing expenses or positioning to sell

Learn more
High-Net-Worth Investors

High-Net-Worth Investors

Advanced tax strategies, private investment solutions and asset protection

Learn more
Accounting Professionals

Accounting Professionals

Accountants looking for vetted peer reviewed tax strategies 

Learn more

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

Thank you!
Oops!