Products & Services
Our firm excels in assisting you in the following areas with high standard in knowledge, integrity and personal attention. We blend time-tested experience, sophisticated portfolio management strategies, and prudent decision-making related to areas such as:
Developing a comprehensive, personal investment strategy based upon your own goals & values
- Retirement Planning
- College Funding
- Estate and Legacy Strategies
- Strategic & Tactical Investment Portfolio Management
- Charitable Gifting
- Tax Strategies & Minimization
- Risk Assessment & Mitigation
Providing customized investment & insurance solutions
- Fee-based Money Management
- Equity & Fixed Income Solutions
- Traditional & Roth IRAs
- Separately Managed Accounts
- Mutual Funds
- Unit Investment Trusts
- 529 College Savings Plans
- Stocks/Bonds/ETFs
- Real Estate Investment Trusts (REITs)
- Insurance & Annuities
Building retirement plans for self-employed and small business owners
- Individual 401(k)
- SEP IRA
- Simple IRA
- Group 401(k)
*Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.