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Products & Services

Nevis Financial offers a full range of financial services and products. While the majority of our services are available on a fee-for-service arrangement, we do also offer products like life and disability insurance on a brokered basis.  We provide assistance in the following areas:

Financial Planning  

 

We do fee-based financial planning ranging from holistic financial planning that encompasses all aspects of our clients' financial lives to running individual scenarios like college funding or investment/property purchases. 

 

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Cash Flow and Debt Management

Investment Planning

Retirement Planning

College Planning

Protection Planning

Estate Planning

Tax Planning

 

Invesment Management  

 

We offer a wide range of Wealth Management options, from low-cost exchange traded fund (ETF) platform to institutional grade investment management accounts that offer the flexibility of owning individual securities in your portfolio. 

 

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Professionally Managed Accounts

Exchange Traded Funds (ETFs)

Mutual Funds

Stocks and Bonds

Traditional & Roth IRAs

401(k), Simple IRA, SEP IRA plans for small businesses

Alternative Investment Strategies

Private Placements

Annuities

Consulting Services / Insurance Brokerage  

We provide fee-based consulting services, ranging from insurance and real estate consulting to the development of custom fiduciary solutions for a wide range of company retirement plans.  We also broker insurance products through a wide range of companies with a goal of finding the best product for each client.

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Qualified Plan Analysis and Design (existing 401k, SEP, Simple and profit sharing plans)

Insurance brokerage services for the individual (life insurance, disability income insurance)

Complex Insurance Consulting

Real Estate

Business or Private Asset Acquisition