Our Services and Products Offered


  • Retirement planning accumulation strategies

  • Retirement planning income strategies

  • Investment management strategies and advice

  • Investment and Tax strategies

  • Estate planning concepts

  • Life Insurance risk and needs analysis

  • College Funding planning

  • Health Insurance planning (commercial and family)

  • Business Retirement Planning


  • Business Retirement Plans (401k, SEP, SIMPLE IRAs, Profit Sharing, Defined Benefit Plans)

  • Mutual funds, Exchange Traded Funds (ETFs)

  • Non-traded REITS

  • Variable Annuities

  • Fixed Annuities

  • Long Term Care products

  • Disability Insurance products

  • Life Insurance (Universal or Term)

  • Health Insurance

  • College Funding (529 Accounts)

  • Individual Stocks and bonds

Note: Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.