SERVICES
Services & Products
- 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 Account
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 Health Insurance, Group Life Insurance, Group Disability 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.