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