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Training

Accelerate your success as a generational planning specialist

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Marketing

Highlight yourself as the solution in your client's life. Read More
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Sales Support

Top producers, communication experts and experienced generational planners from across the country.

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Bold new vision backed by decades of experience.

Family Defined Benefits is a growing group of professionals from across the country who are deeply concerned about the direction we are heading and the impact it will have on your family’s financial future. Family Defined Benefits is a leader in the industry in identifying the challenges families face in their financial future and overcoming shortfalls in the traditional planning process. FDB offer a career changing approach to preserving the financial integrity of the family, generational planning, family planning, charitable planning and legacy planning.

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Our Services

Preserving the Financial Integrity of Your Family

Generational & Legacy Training

A business strategy is the means by which it sets out to achieve its desired ends.

Communication

Teaching conversations and communication tools to help your clients succeed.

Professional Development

We'll help you reach your goals by defining your training and executing the marketing.

Mentoring

FDB has your back with face to face meetings, seminars,  & symposiums

Case Analysis

Case design and implementations

Client Involvement

We'll make sure your clients become involved in the process.

165

Years experience

39

Million dollars under management

30

Company presentations in 2018

6

Best selling books

Our Team

Here's a look at the team behind Family Defined Benefits

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Nick Nardulli

President and CEO

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Len Renier

Founder of Wealth and Wisdom

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Lee Lopez

Wealth & Wisdom California


Frequently Asked Questions

What is Generational Planning?

Call Nick Nardulli at (877) FDB-9747 and he will get you started. The first step is already underway!

Wealth & Wisdom Institute provides training, both in symposiums and in-house training for you and your team.

The application is available for smartphones and tablets, and it can be accessed via the Google Play Store and iTunes, depending on your device. We'll be releasing the app soon, so check back here when we launch for a link direct to the stores.

Request a call back.