Book an introductory call: https://calendly.com/whitney-nf
- Financial Planning Services
- Wealth Management
Nashional Financial goes through their unique Nash-Up financial planning process to look at their individual, family and business-owner clients' situations holistically and help quarterback their overall financial scenario, diversification strategies and maximize tax efficiencies… all in-house. Their clients benefit from working with a husband and wife advising team and CERTIFIED FINANCIAL PLANNER™ professional, who is also a Certified Public Accountant.
*Investment Advisory Services are offered through Nashional Independent Investment Management LLC, a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Nashional Independent Investment Management LLC and other companies referred to within this document are not CPA firms. CPA services are available through an affiliated entity, Hodgson & Nash CPAs, PLLC.
**Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.
We are located in the Valliance Bank building on the NW corner of 121 and South Lake Forest Dr. in McKinney TX.