Cash balance plans
Deductible contributions far above 401(k) limits for owners and partners.
Learn moreTax strategies
Strategies designed to help you keep more of what you earn.
Our founder is a CPA. Tax analysis is part of every recommendation we make, and these strategies often work alongside your alternatives.
Nashional Investments · Updated October 2026
Charitable giving
Donor-advised funds and charitable remainder trusts for appreciated assets.
Learn moreGain deferral
1031 exchanges and Opportunity Zone funds for real estate, business and stock gains.
Learn moreHealth savings accounts
With an HSA-eligible health plan, a health savings account offers a deduction going in, tax-free growth and tax-free withdrawals for qualified medical costs. Invested for the long term, it can work as an extra retirement account.
Insurance planning
Cash value life insurance and business coverage, offered through our separate affiliate, Nashional Insurance.
Learn moreTax preparation and stand-alone tax planning are provided by our affiliate, Nashional Tax Planning. About our affiliated companies.
Start with a conversation.
Your first conversation with us is complimentary. We will tell you which strategies fit your situation, and which do not.