Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:



Financial planning- We are dedicated to reviewing your entire financial picture to develop a comprehensive roadmap so that you may accomplish your goals and build a family legacy.

Investment management- We provide access to excellent investment managers.  We continually monitor the markets and we actively make adjustments during volatile times.

Retirement planning strategies- We assist you in making more informed and effective financial decisions so that you may confidently plan towards your financial independence.

Retirement income planning strategies- We focus on capital preservation and income.

Education Planning- We thoroughly review all savings options to consider in planning for college.

Life Insurance, Disability Insurance, & Long Term Care Insurance-  We work with many insurance companies to find you the correct coverage at a competiive cost. 


 Neither NEXT Financial Group, Inc. nor its representatives offer legal advice. Consult with your legal professional before taking any action.