At Nash & Associates, our focus is quality over quantity. We only advise a select number of families, helping them to manage all aspects of their financial life with the goal of generational wealth transfer.
Comprehensive Financial Planning: What It Is, Why It Matters. Your approach to building wealth should be built around your goals & values. Provided by Robert Nash What does “comprehensive financial...
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Building Your Investment Strategy Using Riskalyze. Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that...
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Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations and charities. There are also some classic financial missteps that plague retirees...
Read More ›Nash & Associates has offices in downtown Indianapolis, Indiana and Venice Beach, Florida. We provide unbiased, 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, to prospering in periods of economic downturn – we help identify your needs and provide complementary solutions to help you take action today.
For most people, a comfortable retirement lifestyle is their primary personal finance concern. Whether you are transitioning from a professional career or selling your business, we have the experience to help you plan for the lifestyle change.
Retirement planning has become increasingly challenging in today’s financial world, with so much to consider:
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 they’ve ever been. How can you plan for a comfortable retirement with mounting financial decisions in your way? Whether you’re accumulating wealth for the future or in need of income while in retirement, we can help.
Similarly to doing taxes, financial planning is often seen as a daunting task—but it doesn’t have to be. 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 prudent decisions that are important to you and your loved ones.
We know the ins and outs of personal finance. We consider your complete financial picture, from investment planning, 401k retirement plans, to insurance, to what other financial advisors are doing on your behalf. We identify opportunities to pursue, or gaps that could jeopardize your lifestyle. We communicate these opportunities and risks, and provide you with straightforward options to help your assets work more effectively.
Using our financial planning software, we are able to model your cash flow needs throughout retirement to determine how much risk you need to take with your investment portfolio. This will help address the common questions "Do I have enough to retire?” and “How much do I need to save to retire comfortably?"
These tools 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, and so on).