Services

Comprehensive

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:

Services:

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.

Products Offered:

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.

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