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Our Services

At Nast Financial Solutions we provide expert assistance in the following areas:

Individual Solutions:

  • Estate Analysis and Planning
  • Targeted Wealth Accumulation
  • Retirement Planning
  • 401(k) and Pension Rollovers
  • Stocks, Bonds and Mutual Fund Investment Guidance
  • IRAs (Roth, Simple, SEP, Educational And Inherited IRAs)
  • Variable Annuities
  • Investment Monitoring and Allocation Recommendations based on:
    • Market Knowledge
    • Tax Strategy Updates
    • Experience
  • Comprehensive College Planning

Small Business Solutions:

  • Retirement Plans
  • Tax Efficient Investment Plans
  • 401k Plan Implementation and Employee Review
  • Business Owner Protection utilizing Buy-Sell Agreements
  • Business Investment Plan Implementation (SEP, SIMPLE, Profit Sharing, Deferred Comp, Welfare and Defined Benefit)

Insurance:

  • Disability Income Insurance
  • Life Insurance
  • Long Term Insurance
  • Individual Insurance
  • Group Health Insurance