About

Making A Positive Difference In People’s Lives.

Treating others as we would like to be treated appreciating what we’ve achieved while always pursuing improvement.

That’s Ganim Financial. Since 1985, the professionals at Ganim Financial have been providing specialized employee benefits, wealth management, and business succession planning solutions for individuals and businesses of all sizes. If you want a benefits firm that is small enough to care, remain personally engaged and large enough to produce the outcomes you need and desire, Ganim Financial is for you. Our size enables us to remain independent, innovative, objective and nimble.

What Is Your Story?

Our first commitment to you is to hear your story and to learn about who you are, your values, your priorities, and what you aspire to achieve. Our commitment to you starts here, and our relationship is built upon these nine guiding principles:

  • Integrity

    Communicating with you in a principled, straightforward, and honest way.

  • Optimism

    Working toward positive outcomes in all situations.

  • Excellence

    Consistently striving for superior quality. Finding new and better ways to deliver solutions to you.

  • Caring

    Taking a personal interest in and showing sincere concern for clients and colleagues.

  • Accountability

    Striving to deliver solutions that are in your best interest and keeping promises.

  • Teamwork

    Aligning our interests together to achieve your desired outcomes.

  • Empowerment

    Enabling you to make informed and confident decisions.

  • Clarity

    Bringing clarity to what you desire while delivering clear and easy to understand solutions.

  • Confidentiality

    Ensuring everything we do remains strictly private.

Our Alliances

To bring greater capabilities for our clients we choose a select few professional alliances to enhance our offerings, knowledge and capabilities.

Benefits Partners

A platform of NFP Insurance Services, Inc., Benefits Partners is a national corporate benefits organization of more than 182 offices across the country — bringing together leading-edge thinking, preferred carrier relationships, best-of-breed products, advanced benchmarking, analysis tools, and comprehensive decision and implementation support services that keep companies ahead of the curve. With more than 3,000 benefits professionals, representing over 45,000 corporate clients of all sizes throughout every industry, we have the experience and expertise to make the difference in your business.

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Retirement Plan Advisory Group (RPAG)

With With $200B in Assets Under Influence, Retirement Plan Advisory Group is the logical outgrowth of NFP Retirement (formerly 401(k) Advisors), one of the largest independent retirement plan consulting firms in America. Our plan sponsors rank within the Fortune 1000, mid-market and emerging growth companies—publicly, privately and closely held—from medical, technology and food to manufacturing, professional services, entertainment/arts and beyond.

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NFP Advisor Services

NFP Advisor Services offers more than just a leading broker/dealer and RIA. Advisor Services anchors our solutions in an open architecture platform that offers advisors the flexibility and product choice they need to support their practice. Advisor Services attracts financial advisors seeking to provide clients sophisticated resources and an open product choice.

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Lion Street

Founded by industry veteran Bob Carter, Lion Street aligns the interests of elite advisors, experienced leadership, and sophisticated investors through an innovative structure of shared ownership among these parties. Lion Street Advisor-Owners operate independent firms that provide life insurance, business insurance, and wealth management solutions to high-net- worth individuals, business owners, and corporate clientele. Lion Street understands the specific needs of these types of practices, and we have structured the company around delivering the leverage, resources, and intellectual capital our advisors need to succeed.

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Business Enterprise Institute (BEI)

BEI trains and supports business advisors to be the preeminent Exit Planning Resource to business owners in their communities. Through our members, BEI ultimately seeks to help business owners and their families benefit from their life’s work.

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HR 360

HR360 is the one website that will help you and your company through hiring, managing and terminating employees while complying with the law. From supervising employees…and staying current with Health Care Reform…to complying with federal and state labor laws…HR360 stays with you every step of the way.

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*NFP Advisor Services is not affiliated with Lion Street, Business Enterprise Institute (BEI), or HR360.

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