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Nashional Investments

Investment management for individuals and businesses is provided by: Nashional Investments.

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.

Nashional Insurance

Insurance for all of your coverage needs is provided by: Nashional Insurance.

We believe every person deserves access to competitive options for all of their insurance needs, including home, auto, motorcycle, boat, and more. We are also excited to make sure that your business and your employees get customized coverage for all around protection. By providing individual and group life insurance, we can help ensure that you and your loved ones remain protected even during life’s unexpected events. Whether you need individual, family, or employee group heath insurance, we an help you get the coverage that meets your needs.

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Nashional Self-Directed

Self-Directed Solo 401(k) retirement plans are provided by: Nashional Self-Directed.

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.

Hodgson, Nash & Gwynn CPAs

CPA services for individuals, businesses, and real estate investors is provided by: Hodgson, Nash & Gwynn CPAs.

Hodgson, Nash & Gwynn CPAs provides a broad range of public accounting firm services including audit and attest services, accounting and bookkeeping services, personal and business income tax preparation and planning, and business consulting.

Our founding partners envisioned a CPA firm with greater potential for an all-inclusive and superior client service experience based on their collective backgrounds, one that is truly unique and differentiated, where they provide a synergized client experience and create additional value that can be measured quantitatively and qualitatively.

If you are an individual, family, small business owner, or real estate investor 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.

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Above & Below 1031

1031 Qualified intermediary services are provided by: Above & Below 1031.

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.

NXT Mortgage

Residential Mortgage services are provided by: NXT Mortgage.

NXT Mortgage Company is a residential mortgage brokerage, who provides home loans for the purchase and refinance of primary residences, second homes, and investment properties located in TX (NMLS 1582332). As brokers, the NXT team offers a variety of mortgage products with industry-best rates and fees. NXT is one of the largest mortgage brokerages in Texas, and is a team-member-owned company. Our focus is to make the home buying or refinancing process as simple as possible.

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Disclosures

Check the background of your financial professional on www.advisorinfo.sec.gov: Click Here

CRD#: 6031965 and CRD#: 289955

 

Our Privacy Policy can be found here.

The account security policy for the web-based budgeting and planning tool that we use can be found here.

Nash-Up prices are subject to change without warning.

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

 

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Nashional Financial consists of Nashional Independent Investment Management LLC (“RIA Firm”) and Nashional Independent Insurance Agency LLC. Investment Advisory Services are offered through Nashional Independent Investment Management LLC, a registered investment adviser. Nashional Independent Investment Management LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Nashional Independent Investment Management LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Nashional Independent Investment Management LLC ‘s web site on the Internet should not be construed by any consumer and/or prospective client as Nashional Independent Investment Management LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Nashional Independent Investment Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Nashional Independent Investment Management LLC, please contact the state securities regulators for those states in which Nashional Independent Investment Management LLC maintains a registration filing. A copy of Nashional Independent Investment Management LLC’s current written disclosure statement discussing Nashional Independent Investment Management LLC‘s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Nashional Independent Investment Management LLC upon written request. Nashional Independent Investment Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Nashional Independent Investment Management LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

This website and information are provided for guidance and information purposes only. 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. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Nashional Independent Insurance Agency LLC and its appointed agents who are individually licensed in all appropriate jurisdictions.

 

Nashional Independent Financial Group LLC and other companies referred to within this document are not CPA firms. CPA services are available through an affiliated entity, Hodgson, Nash & Gwynn CPAs PLLC.

Residential mortgage loans and services are offered in Texas through an affiliated entity, NXT Mortgage Company. Jeff Nash NMLS #1823367 and NXT Mortgage NMLS #1582332.

Self-Directed Solo 401(k) Plans are offered through an affiliated entity, Nashional Self-Directed LLC. 

1031 Exchange services are offered through an affiliated entity, Above & Below 1031 LLC. 

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.

Nashional Financial, and all other companies referred to, are not attorneys. Please consult with an attorney for legal advice.