Nash Meland
Our Services
While working with you to develop a customized financial strategy, we can walk you through a step-by-step process to help make you feel more comfortable with your decisions.
Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives.
Services include:
Financial Needs Analysis
Asset Allocation Analysis
Current Policy Review
Buy-Sell Review
Informal Business Valuation
Benefit Check-Up
Financial Needs Include:
IRAs (Traditional & Roth)
Retirement Account Rollovers
Supplemental Retirement Income
Retirement Planning
Wealth Accumulation Strategies
Pension Plans
Income Protection
Tax-Deferred Savings
Estate Planning
College Funding
Charitable Giving
Business Continuation
Buy-Sell Agreements
Executive Bonus Plans
Solutions Include:
Brokerage Accounts
Mutual Funds
401(k), 403(b), SEP and SIMPLE IRAs
Retirement Plans
Life Insurance
Disability Income Insurance
Annuities
529 Plans
Group Benefits
Long-Term Care Insurance
