Cash balance plans
Large deductible retirement contributions for owners with high, steady income.
Learn moreWho we serve
For physicians and dentists with a high income and a high tax bill.
Many physicians start earning later than their peers and pay the top tax rate for most of their careers. We focus on the strategies that typically matter most for practice owners and high earners.
Nashional Investments · Updated October 2026
What we hear
The questions we help answer.
How do I lower my taxes?
Practice owners can often use a cash balance plan. Employed physicians usually look first at energy deductions and charitable strategies, since retirement plan options depend on the employer.
Should I invest in real estate?
Passive real estate, such as DSTs and private real estate funds, can add income without becoming a landlord.
How do I coordinate all of this?
One plan that covers your practice, your portfolio and your taxes.
Strategies to discuss
Where we usually start.
Portfolio management
Ongoing management of your public-market portfolio alongside your alternatives.
Learn moreStart with a conversation.
Your first conversation with us is complimentary. We will tell you which strategies fit your situation, and which do not.