Home of National Wealth Solutions, LLC
A Texas Financial Services Company

Whether you are an existing client or future client, Welcome and Thank You for visiting National Wealth Solutions, LLC, where you can learn more about NWS, our investment philosophy, and the tools we use on a daily basis to help achieve our clients' goals.

ABOUT NWS

NWS is comprised of a team of asset protection and financial advisors specializing in a vast array of estate, financial, tax, and legal related techniques to help clients of all ages achieve goals not commonly solvable by most so-called advisors.

We are partnered with multiple strategic companies and specialized professionals across a spectrum of expertise areas to help clients achieve their goals and realize their dreams.

QUOTES

PLANNING PHILOSOPHY

Any so-called advisor can offer you the moon, stars, and sky with the flavor-of-the-month product that they are pushing at the time. Here at NWS we have a defined and guaranteed investment philosophy. We promise to:

  • communicate with you in courteous, prompt fashion, and make a concerted effort to return all messages and emails within 24 business hours;
  • provide professional and frank planning advice that puts you (rather than us) in a better position than you were before;
  • work with you one-on-one to understand your personal & family goals, estate particulars, and risk tolerance;
  • only recommend investments, insurance contracts, and other tools that meet or exceed your goals and risk tolerance, and are suitable for your estate particulars;
  • to disclose (up-front) any potential tax issues, fees, commissions, or costs that might (or might not) be associated with our advice or recommendations; and
  • to maintain an unparalleled education policy for our advisors on current legal, political, tax, financial and other issues that might affect our clients.

PRODUCTS

NWS offers a vast array of products which include (but not necessarily limited to): single premium immediate annuities, fixed annuities, CD annuities, hybrid annuities, fixed indexed annuities, income and death benefit riders, life settlements, fixed universal life insurance, term life insurance, long term care contracts, long-term care annuities, real estate trust deed investments, and turnkey rental properties.

SERVICES

NWS offers a vast array of services which include (but not necessarily limited to): Build Your Own Annuity Wizard, Never Outliving Your Money Program, RMD Rescue Program, Stretch IRA Program, ROTH IRA Conversion Program, Variable Annuity Rescue, Charitable Trusts, Gift Trusts, Descendant Trusts, GST Trusts, Estate Tax Minimization Program, Charitable Estate Tax Offset Program, 401(k) Program for small & mid sized businesses, Turnkey Rental Homes, Annuity Review Services, Beneficiary Verification Reviews, and Revocable Trust Funding Reviews.

WHY DO BUSINESS WITH NWS?

In short: why not do business with NWS? Please feel free to view a very informative break-down here.



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