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.

What Areas Do We Quarterback?

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Affiliated Companies

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

info@nashionalfinancial.com  |  855-627-4466

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