Expertly Crafted. Creatively Diversified.
A financial strategy playground for people who want it all.
We specialize in working with good earners who still have several years ahead of them before retiring. Our clients benefit from working with a husband and wife advising team and CERTIFIED FINANCIAL PLANNER™ professional, who is also a Certified Public Accountant. With 3 Nash-Up plans to chose from, we will look at everything holistically and quarterback your overall financial situation, diversification strategies and maximize tax efficiencies… all in-house.
*Investment Advisory Services are offered through Nashional Independent Investment Management LLC, a registered investment adviser in McKinney, Texas. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Nashional Independent Investment Management LLC and other companies referred to within this document are not CPA firms. CPA services are available through an affiliated entity, Hodgson & Nash CPAs, PLLC.
**Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.
***Commodity futures and options are offered through Lakefront Futures & Options and aiSource (collectively, “Lakefront”), an unaffiliated third party for which Nashional Financial has no ownership interest. Jeff Nash serves as a Branch Office Manager for Lakefront. Trading commodity futures, options, and foreign exchange involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. Managed accounts and/or managed futures are risky and may not be suitable for all investors. Please consult with a Managed Futures specialist prior to investing.