You can book an appointment by going to: https://goo.gl/zhe6uN
- Financial Planning Services
- Insurance - Personal and Business
Nashional Financial's goal is to be a one-stop, trusted, and reliable financial solutions firm* where the client experience is: Convenient, Comprehensive, and Collaborative. Our services are essential for all significant life events-beginning a career, buying a home or vehicle, marriage, birth of children, changing jobs, retiring, and inevitably death. So, if you need someone to actively manage an investment* portfolio, need to insure property**, protect your spouse and children with life insurance, change jobs and want to roll over your 401k or are considering an annuity to plan for retirement, we can help.
*Investment Advisory Services are offered through Nashional Independent Investment Management LLC, a registered investment adviser in McKinney, Texas. 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.
In addition to our office in McKinney, we have access to meeting room space in Allen, Frisco, Plano, Addison and Flower Mound, or we can meet at a location of your choosing.