Our Services
Retirement Planning
At our core, we believe retirement should be a time of joy—not anxiety. Our mission is to help you create a future where money no longer keeps you up at night, and you’re free to focus on what truly matters: enjoying life to the fullest.
We’re here to help you answer the big questions, like:
- When can I retire comfortably?
- What kind of lifestyle can I realistically afford?
- Is it better to stay in my home or consider downsizing?
With our short, personalized process, you’ll gain clarity, confidence, and a clear path forward—so you can step into retirement with peace of mind and a renewed sense of purpose.
Asset Protection
Retirement looks different for everyone—that’s why we tailor our approach to fit your unique goals, lifestyle, and priorities. No matter your path, one thing remains the same: the importance of protecting what matters most. Whether it’s your home, your life savings, or the legacy you want to leave behind, we’re here to help safeguard it.
Think of retirement like reaching the summit of a mountain—the climb may be behind you, but the journey down requires just as much strategy and support. Our role is to walk alongside you, helping you protect your assets while making the most of the view ahead
Estate Planning
Estate planning can feel overwhelming—but it doesn’t have to be. At NHG, we make the process personal and seamless through our close partnership with one of Texas’s top estate planning attorneys—conveniently located right here in our building. Together, we help you protect what matters most: ensuring your wishes are honored and your loved ones are cared for—whether something happens unexpectedly or far down the road.
Our collaborative estate planning process covers:
- Asset Management – Determining how your property, savings, and belongings will be passed on
- Incapacity Planning – Appointing someone you trust to manage your affairs if you’re unable
- Tax Efficiency – Minimizing tax burdens so your family keeps more of what you’ve built
- Probate Avoidance – Utilizing tools like trusts to simplify the process and stay out of court
- Peace of Mind – Ensuring every detail is clearly documented and legally sound
We’ll help you put the right legal documents in place, including:
- Wills & Trusts
- Power of Attorney
- Healthcare Directives
- Beneficiary Designations
- Special Needs Trusts
- Charitable Remainder Trusts
With NHG, estate planning becomes part of your full financial picture—giving you confidence that your legacy is protected and your family is prepared.
Income Planning
Our goal is to help you:
- Align your income with your lifestyle
- Prepare for future needs and unexpected expenses
- Adjust your plan as life evolves
