Have you ever asked yourself:
~ When can I retire and how much money will I need?
~ How will I pay for my children's education?
~ Will my family have enough money if something
happens to me?
~ How will I pay for my medical and assisted living
expenses as I get older?
~ How do I avoid outliving my money and becoming a
burden on my family?
~ How can I minimize my tax liabilities?
Who can I go to for help so that I understand my options?
How do I make sure that they are looking out for my best interests?
Nashional Financial is a trusted advisor that cares about you and your family. Our male and female advisors are fiduciaries who will look out for your best interests.
We are independent and can help you with just about anything:
We are your advisor from day one:
Start a conversation with our chief advisor today!
Our chief financial advisor is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (Texas) and holds several investment management and insurance licenses and certifications. Learn more here: About Us.
You will have access to a wide spectrum of asset classes and solutions to help ensure that you have a customized and diversified financial portfolio.
The recommendations that we present are not motivated by someone else's quotas or goals.
You will not be pressured into any product or service - we can help you with whatever you want or need.
We are an independent, fee-only, Registered Investment Advisor, which means we do not solicit to others. Our CFP® professional actively trades on the stock market for your brokerage account, and is always accessible if you have questions or want to be involved in the decisions that are made.
Your financial planning consultations are complementary. Our compensation* is based on the decisions that you make, not on the time that we spend with you in meetings.
*We will explain this clearly when we first meet.
You can call/email/video conference/meet with your advisor directly - anytime about anything - at no additional cost.
Feel financially comfortable and spend your money the way that you want, so that you can realize your dreams, whatever they may be:
Pay for college ~ Travel ~ Buy a vacation home
Spoil your grandchildren ~ Have resources for medical expenses
Protect your assets ~ Minimize your tax liabilities
Have money left over to leave a legacy for your loved ones & charitable organizations
Stop stressing and start the process of creating wealth in a diversified and tax-efficient way today!
You already have a lot to juggle. Why go to separate people, or companies, to help you with your finances? Nashional Financial provides a convenient, comprehensive and collaborative client experience.
We focus on the following services and solutions so that you may have a diversified and secure financial future, all in-house.
We have strategies & solutions for:
- Retirement Planning -
- Education Planning -
- Legacy Planning -
- Tax Planning -
- Protection Planning-
The Nashional Financial Plan
- A Complementary Service -
Our Plan will take you through the steps to understand your options, help you devise a comprehensive strategy and implement it over time.
Strategy Execution & Maintainace
After you've had a chance to think about the solutions presented, we will discuss the options that you have agreed are best for you, start implementing the solutions that you need now and create a plan to execute the remaining strategies over time.
We'll meet with you at least once a year, or more if needed, to adjust your plan and accommodate any changes in your life, financial situation or goals.
Want to Get Started Now?
The financial planning tool that we use helps our clients see where they are today and create a plan to get where they want to be tomorrow.
We use this short questionnaire to determine your risk tolerance range and see if your portfolio is within that range. Everyone is different, so we advise spouses to complete their own survey.
Both tools are available to you at no cost and with no obligation to use our services.
They are highly encrypted and spam-free.
5900 South Lake Forest Dr. Ste #300
McKinney TX 75070
Start your customized Nashional Financial Plan today, so
that you can feel more secure about tomorrow!
Want us to contact you?
We are here to assist.
Please fill out the form below and we will contact you.