Investment management for individuals and businesses is provided

by: Nashional Investments.

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Nashional Investments is an independent registered investment advisor that focuses on ensuring clients can invest the way they want through our broad platform of traditional and alternative investment options and strategies. As a fiduciary, our breadth of investment choices is expansive and includes stocks, bonds, and ETFs (collectively, “Traditional”); as well as private equity, hedge funds, managed futures and options, commodities, real estate, and structured notes (collectively, “Alternatives”).  If you want it, we have it.

We work with clients to help them develop strategies and portfolios that fits their needs and preferences.  We understand that risk, systematic and non-systematic, must be properly managed and mitigated, which can only be done through diversification using multiple asset classes. We support active and passive management and believe a case can be made for both approaches.  Our client engagement emphasizes tax planning and the potential tax implications of your decisions.  Your net investment return is what matters.

Self-Directed Solo 401(k) retirement plans are provided

by: Nashional Self-Directed.

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A Solo 401(k), also known as an Individual 401(k), is a qualified retirement plan that gives you maximum flexibility and freedom to invest for your future. The Solo 401(k) is similar to a regular 401(k), but is designed specifically for those who earn income from self-employment and have no full-time W-2 employees other than themselves, their spouse, or their business partner. Self-employed individuals can qualify regardless of their business capacity or structure (e.g. sole proprietorship, partnership, LLC, independent contractor, etc.).

Unlike regular 401(k) plans where the investment options are generally limited to stocks, bonds, or mutual funds, a Self-Directed Solo 401(k) allows you to take advantage of investing in alternative assets – such as real estate, limited partnerships, LLCs, precious metals, private loans and more.

With Nashional Self-Directed as the plan provider, you have the power to take your own path in your retirement planning. We are devoted to helping investors achieve their financial goals for retirement through tax-advantaged and diversified opportunities.

Nashional Tax Planning

Tax planning services for individuals, real estate professionals, and business owners is provided by: Nashional Tax Planning

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Nashional Tax Planning provides comprehensive and advanced tax planning advice for individuals, real estate professionals, and business owners. 

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Engagements can be on-call, as needed conversations or provided as an in-depth analysis of your current situation and creation of a long-term strategic plan to maximize tax deferral and savings opportunities today and tomorrow. We also offer implementation services and solution specialists so that the plan can be put to work for you.

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If you are an individual, real estate professional, or business owner at any stage of the life or business-ownership cycle, reach out and let’s start a conversation to see if we are a good fit for you.

1031 Exchange Qualified Intermediary services are provided

by: Above & Below 1031.

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The use of a Qualified Intermediary, or Exchange Accommodator, is required, in most circumstances, to facilitate a 1031 tax-deferred exchange as stated in Treasury Regulation §1031.1031(k)-1(g)(4)(iii). Engaging in a 1031 exchange allows investors to sell a “real property” held for use in a trade or business or for investment and then use all of the proceeds to purchase a new “like-kind” investment property while deferring the taxes associated with the sale. This helps the investor defer taxes so that they have greater buying/re-investment power to build and preserve wealth, diversify their investment portfolio, switch property types, improve cashflow, create an estate for heirs, etc.