Nash & Associates is located in downtown Indianapolis. We strive to provide unbiased, sound – comprehensive financial solutions designed to take you and your family through all the stages of your life. From creating a strong financial foundation to avoiding common pitfalls and prospering in periods of economic downturn – we can help identify your needs and provide complementary solutions to help you take action today wherever you are in life, whatever your needs, and whatever the economic climate.
For most people, a comfortable retirement lifestyle is their number one personal finance concern. The main question is will you be able to enjoy your family and free time, without fear of running low on cash and assets?
Whether you are transitioning from a professional career or selling your business, we have the experience to help you plan for the change in lifestyle.
You may feel like retirement planning has become increasingly challenging in today’s financial world.
- Volatile markets
- Increasing economic uncertainties
- Complex and Increasing Long Term Healthcare Costs and Inflation
- 401k retirement plan options and asset management
- Retirement Income Distribution Options
Retirement planning and investment management may feel more complicated than it’s ever been. How can you plan for a comfortable retirement with all of these complex financial decisions in your way? Whether you’re accumulating wealth for the future or in need of income while in retirement….we can help.
Many people dislike financial planning because it has an image of a daunting task similar to doing taxes. It doesn’t have to be. Depending on your phase of life, and complexity of your assets, we will make planning for your future as simple as possible. No matter how complex the financial situation, we will communicate in financial terms that are easy to understand, so you can make the prudent decisions that are important to you and your loved ones.
It’s our profession to know the ends and outs of personal finance. We consider your complete financial picture, from investment planning, 401k retirement plans, insurance to what other financial advisors may be doing on your behalf. We determine if their are opportunities to explore, or gaps that have left you open to risk, that could jeopardize your lifestyle. It’s our job to communicate these opportunities and risks, and to provide you with easy to understand options to help your assets work more effectively for you.
401k and Retirement Cash Flow Projections
Includes projection of current and future cash flow needs. Using our financial planning software, we are able to model your cash flow needs through out retirement to help determine how much risk you need to take with your investment portfolio to achieve your short and long term goals. This will help address the question “Do I have enough to retire?” and “How much do I need to save to retire comfortably?”
This will also analyze the consequences of changing goals (i.e. retiring early, long-term care expenses, buying a vacation home, spending more during retirement, cashing out life insurance, purchasing long term care insurance, etc.).