Advisory Services Payment Portal

Consulting Services Program

The NEXT Consulting Services Program allows an IAR to offer clients financial planning and/or consulting services. The nature of these services varies based on an analysis of individual client needs. Areas addressed can include but are not limited to: investment portfolio advice; business or estate planning; financial counseling and/or planning; and complex planning services. Recurring payment term length is one year (12 months).

CSA Recurring Payment
Single Payment

Plan Participant Investment Advice Services

Plan Participant Investment Advice Services are designed to allow our IARs to provide non-discretionary advice regarding a client’s employer-sponsored retirement plan account. Recurring payments continue indefinitely until canceled.

PPA Recurring Payment
Single Payment
Have questions?

If you have any questions or encounter technical difficulties with the Advisory Services Payment Portal, please contact your representative for immediate assistance.

Advisory services offered through NEXT Financial Group, Inc., an SEC registered investment advisor whose principal office is located in Texas.