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

  • Once payment is received, we will email you to schedule (1) an information-gathering introductory call and (2) your first planning meeting for a date in the future, so that we can analyze your information ahead of time. .

  • No refunds. The first meeting must take place within one year from the date of purchase. Purchases are transferable to another party within one year from purchase, with prior notification. You are responsible for collecting any reimbursement from the other party.



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. 



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.