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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)
  • 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.