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.

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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.