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.

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.

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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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 - $795

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 - $1195

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 - $1295

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 - $1695

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.

Learn more about our

Nash-Up planning process.

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  |  469-486-3400

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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.

 

Personal property and casualty insurance products and services are offered through an unaffiliated third party 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 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. 

Titan Bank is an unaffiliated banking service provider. 

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.