Expertly Crafted. Creatively Diversified.
Comprehensive financial planning that encompasses a diversified and tax-efficient strategy through collaborative structuring and the utilization of a convenient and forward-thinking platform.
"We think that watching your money grow should be fun, so we work hard to keep financial planning from being difficult, confusing, or overwhelming. We make it easy for you to get your finances in order once and for all because your money should be working just as hard for you, as you do for it."
~Jeff Nash, CFP®, CPA
President, CIO & Co-Founder
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. We look at everything holistically and quarterback their overall financial situation… all in-house. Learn more about our credentials here.
Cashflow & Budgeting
Retirement & Education Savings Strategies
Estate Planning*
Wealth & Investment Management
Alternative Assest Class Investment Opportunities:
Managed Futures & Options, Private Equity/Debt and Real Estate*
1031 Exchange
Qualified Intermediary Services*
Tax Preparation & Planning*
Risk Management:
Life, Disability, Long Term Care, Home, Auto, Umbrella
& Commercial
Insurance*
Residential Mortgage Loans & Refinancing*
Legacy Planning & Charitable Giving
Comprehensive Business Planning & Continuation Services
Traditional & Self-Directed Retirement Plan Set-up & Services*
We take pride in helping our clients achieve great wealth over time without compromising their lifestyle today.
Putting your financial information and financial future in an advisor's hands requires a great deal of trust. The responsibility is enormous, and we do not take it lightly.
That is why we have a holistic approach to helping our clients.
By going through our Nash-Up planning process we are able to understand your complete situation, needs and goals and provide non-proprietary diversification information, resources and strategies that are as tax-efficient as possible.
We have Nash-Ups designed for
individuals & families and business owners.
Which Nash-Up is right for you?
Nash-Up Your Life
For Individuals and Families
Over the course of 1-2 months, we will meet* 2-3 times to take a deep-dive into your current situation, both short- and long-term goals, and address the areas of concern that keep you up at night. We’ll ask you to provide your information before we meet so that we can thoroughly analyze your current situation. This will allow for a productive first meeting where we will go over our findings and provide options and suggestions to help address any risks or vulnerabilities that may be preventing you from reaching your goals. Since taxes can be a huge erosion factor, we will also look at any possibilities for advanced tax planning that may be beneficial to you. Together, we’ll create a customized strategy to help you reach your goals that is as tax-efficient and diversified as possible and help you execute whatever needs to be initiated today and devise a plan to implement any remaining recommendations over time. You will receive a written summary of your plan after all meetings have been held.
*Meetings are either held in person or virtually, depending on your location. All Nash-Ups include an annual check-in meeting.
Nash-Up Your
Life
Gold Plan - $1495
This plan is designed for individuals and families that have a:
-
Combined gross annual household income between $100k - $300k
AND
-
Combined net worth, not including a primary residence, under $1m
Nash-Up Your
Life
Platinum Plan - $1995
This plan is designed for individuals and families that have a:
-
Combined gross annual household income
over $300k
OR
-
Combined net worth, not including a primary residence, over $1m
Schedule a call to see if Nashional Financial is a good fit for you:
Nash-Up Your Business
Gold Plan - $2495
This plan is designed for businesses that:
-
Have one owner or
husband and wife
co-owners
AND
-
Have 1-4 employees, including the owner(s)
Nash-Up Your Business
Platinum Plan - $2995
This plan is designed for businesses that have:
-
Multiple and un-married owners
OR
-
More than 4 employees, including the owner(s)
Nash-Up Your Business
For Business Owners
Over the course of 1-2 months, we will meet* 2-3 times to go over everything regarding your business, including its entity structure, taxation elections and any opportunities for advanced tax planning strategies. We’ll ask you to provide your information before we meet so that we can thoroughly analyze your current situation. This will allow for a productive first meeting where we will go over our findings and provide options and suggestions to help address any risks or vulnerabilities that may be preventing you from reaching your business goals. We will offer guidance to maximize profitability, manage a fluctuating income, savings strategies unique to business owners and key-employee retention tactics. We will also look at ways to help ensure that your business has a continuation plan that is as tax efficient as possible and that your succession wishes may be carried out the way that you intend.
*Meetings are either held in person or virtually, depending on your location. All Nash-Ups include an annual check-in meeting.
Think of us as your family's Chief Financial Officer
When Nashional Financial acts as your CFO and helps you organize and maintain your financial affairs, you'll have the freedom to focus your time and attention on what matters most to you.
Why should your family have a CFO?
Because you’re busy, and creating a financial plan probably isn’t as fun for you as it is for us. Our process is designed to create a concise and efficient strategy, that we can help you implement right away, so that you can get back to making memories.
Let us do the research and analytical heavy lifting. We'll give you relevant options and suggestions, explain their pros and cons and then help you decide which puzzle pieces will fit together to create your financial picture.
And we'll stay by your side moving forward to help you manage and adjust your strategy as life happens and your needs change.
As a specialized firm, we are selective in the clients that we work with so that we can focus a great deal of time and attention on people who want us to create and maintain highly customized and creative financial strategies.
YOUR
CFO TEAM
Nashional's Founders
Husband & Wife | Parents | Business Partners
and we're still friends
Jeff Nash, CFP®, CPA
President / Chief Investment Officer
Whitney Nash, Financial Advisor
Chief Operating Officer
Contact Us
Texas - Main Office
5900 S. Lake Forest Dr., Ste #300, McKinney, TX 75070
New Jersey
100 Morris Ave., Ste #205, Springfield, NJ 07081
| 469-486-3400