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Financial advisor · McKinney, TX
Blake Wealth Management
Retirement planning guidance for women 55 and older
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Fiduciary advice on DSTs, Opportunity Zones and tax-driven alternatives5900 S Lake Forest Dr, Suite 300, McKinney, TX
Nashional Investments is a fiduciary investment adviser led by a CFP and CPA, focused on tax-driven alternatives for accredited investors and high-net-worth families. Its work centers on 1031 exchanges into Delaware Statutory Trusts, Qualified Opportunity Zone funds and cash balance plans, with portfolio management for the core holdings.
Alternative investments are offered only to accredited investors, and eligibility is confirmed in a first conversation, which is complimentary. Fees for alternatives are a flat amount agreed in writing before work begins. Meetings are by appointment at the firm's office suite in McKinney, Texas.
Retirement planning guidance for women 55 and older
Long-term financial planning and retirement strategies
Life, final expense and supplemental health insurance for working families
Listing your business here is free. Featured is $49 a month: