We help you build and maintain a custom tailored financial plan that can include all the services listed in the a la carte section.
Our plans are comprehensive, understandable, and are designed to adapt. Our planning process involves discovery, goal planning, education, implementation, and periodic adjustments to life changes and market conditions.
A La Carte
If you are not interested in a comprehensive Financial Plan you can pick and choose from the products and services below:
• Hourly Consultation • Account Management
• Investment Analysis • Investment Stategy Design
• Asset Allocation • Retirement Distribution Planning
• Education Planning • Estate Planning
• Charitable Donation Strategies • Tax Planning
• Debt Elimination Planning • Goal Planning
• Pension Maximization Strategies
• Risk Management Assessment
• Income Protection Planning
*Neither NEXT Financial Group, Inc. nor it’s representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.
• Mutual Funds • Exchange Traded Funds
• Separately Managed Accounts (SMA) • Bonds
• Common Stock • Education IRAs / 529 Plans
• Variable, Indexed and Fixed Annuties • REIT’s
• Limited & General Partnerships • 401(k) Plans
• Energy Programs • Profit Sharing Plans
• IRA’s – Traditonal, Roth, SEP, Rollover, Simple
• Defined Benefit Plans • Group Benefits Plans
• Disability Income Insurance • Life Insurance
• Long Term Care Insurance
• Business Overhead Expense
• Health Insurance / Health Savings Accounts
Employer & Group Services
We offer a variety of products and services for businesses and organizations of all sizes including: Financial Planning As An Employee Benefit, Retirement Plans, Group Insurance, and Consultation Services.
Our services can be paid for by employers, employees (at a discounted level), or a combination of both. From specific needs to comprehensive financial plans we can design a benefits package that is customized to your needs.