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Nashional Tax Planning

Tax planning services for individuals, real estate professionals, and business owners is provided by: Nashional Tax Planning

Nashional Tax Planning provides comprehensive and advanced tax planning advice for individuals, real estate professionals, and business owners. 

Engagements can be on-call, as needed conversations or provided as an in-depth analysis of your current situation and creation of a long-term strategic plan to maximize tax deferral and savings opportunities today and tomorrow. We also offer implementation services and solution specialists so that the plan can be put to work for you.

If you are an individual, real estate professional, or business owner at any stage of the life or business-ownership cycle, reach out and let’s start a conversation to see if we are a good fit for you.

Nashional Investments

Investment management for individuals and businesses is provided by: Nashional Investments.

Nashional Investments is an independent registered investment advisor that focuses on ensuring clients can invest the way they want through our broad platform of traditional and alternative investment options and strategies. As a fiduciary, our breadth of investment choices is expansive and includes stocks, bonds, and ETFs (collectively, “Traditional”); as well as private equity, hedge funds, managed futures and options, commodities, real estate, and structured notes (collectively, “Alternatives”).  If you want it, we have it.

We work with clients to help them develop strategies and portfolios that fits their needs and preferences.  We understand that risk, systematic and non-systematic, must be properly managed and mitigated, which can only be done through diversification using multiple asset classes. We support active and passive management and believe a case can be made for both approaches.  Our client engagement emphasizes tax planning and the potential tax implications of your decisions.  Your net investment return is what matters.

Nashional Investments Investment Manangement RIA Fee Only CFP
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Nashional Insurance

Insurance for all of your coverage needs is provided by: Nashional Insurance.

We believe every person deserves access to competitive options for all of their insurance needs, including home, auto, motorcycle, boat, and more. We are also excited to make sure that your business and your employees get customized coverage for all around protection. By providing individual and group life insurance, we can help ensure that you and your loved ones remain protected even during life’s unexpected events. Whether you need individual, family, or employee group heath insurance, we an help you get the coverage that meets your needs.

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NXT Mortgage

Residential Mortgage services are provided by: NXT Mortgage.

NXT Mortgage Company is a residential mortgage brokerage, who provides home loans for the purchase and refinance of primary residences, second homes, and investment properties located in TX (NMLS 1582332). As brokers, the NXT team offers a variety of mortgage products with industry-best rates and fees. NXT is one of the largest mortgage brokerages in Texas, and is a team-member-owned company. Our focus is to make the home buying or refinancing process as simple as possible.

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