About Us

WHO?

Family Defined Benefits

As a leader in generational planning and preserving the financial integrity of the family, Family Defined Benefits is focused on serious and dedicated planners who will be leaders in changing families’ futures.

A new generation of planning is emerging. Family planning, generational planning and legacy planning overcome the challenges of the core elements of Risk, Taxes, Regulations, Inflation and Depreciation. With life insurance playing a key role in the leverage of the solution, younger generations are looking to preserve and enhance the value of the family, knowing someday the legacy is theirs. For older members of the family it becomes the last gift of love they can offer the family.

You may discover you have been given a tremendous gift to create a family defined benefit that will change a family’s financial structure far into the future.

PEOPLE

NICK NARDULLI

Nick Nardulli is the President and CEO of Nardulli & Associates and the Nardulli Tax Advisory Group. Nick’s leadership and thoroughness in the Estate and Tax Planning process is unmatched in the industry.

Serving clients in financial services for nearly 30 years, he is responsible for procuring new clients and maintaining client relationships. Nick is proud of the existing long-term client relationships he has developed through the years.

This team approach for Legal, Tax and Financial services is uncommon in this industry. Retired clients and soon-to-be retiree clients are refreshed to depend on Nick Nardulli and his team at Nardulli & Associates for financial, estate and tax planning.

LEONARD RENIER

Leonard Renier is the founder of Wealth & Wisdom Institute.  He has received national acclaim for his vision and courage for challenging traditional thinking.  Leonard was a featured speaker for the Federal Reserve of Chicago Money Smart Week for two years.  He also served on the advisory committee for the Department of Finance at Wayne State University School of Business.  Through Wealth & Wisdom Institute, Leonard has trained thousands of financial professionals across the country.  His books Sudden Impact, Learning To Avoid Unintended Consequences, Defining Moment and Essential Lessons remain as best sellers at Infinity Publishing.

LEE LOPEZ

LeRoy Lopez has over 53 years of experience in the financial services business. He is the Senior Partner of Wealth & Wisdom Partners in San Diego. Mr. Lopez has been selected Financial Advisor of the Year by the San Diego Association of Insurance and Financial Advisors. He has qualified for the Million Dollar Round Table for 41 consecutive years. Mr. Lopez is also and honor roll member of the Million Dollar Round Table. Throughout his entire career, LeRoy Lopez has been a leading life insurance producer, specializing in the sale of whole life insurance. Mr. Lopez educates agents and clients on why whole life insurance is the star of their financial plan.

165

Years experience

39

Million under management

30

Company presentations in 2018

6

Best selling books