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Do you have a Retirement Strategy?

Do you understand it? Are you confident in it?
About US

WHY NEXTPHASE ADVISORS

Whether due to fear of making decisions, lack of knowledge on the topic, or a belief that it will all “work out” and nothing bad could “ever happen to them,” many people put off getting their financial plans in place. But things like market volatility, inflation, economic turmoil, or sickness of a loved one and sadly, even death can and do happen.

Our mission at Nextphase Advisors is to help give you self-assurance that you have a strategy in place to provide guidance and avoid common pitfalls no matter what happens.

Why Choose Us

Smart Investing with Smart Ideas

INCOME PLANNING

GROWTH PLANNING

TAX PLANNING

HEALTHCARE PLANNING

ESTATE PLANNING

NON-FINANCIAL PLANNING

Creating a Retirement by Design

RETIREMENT SUCCESS STRATEGY

At NextPhase Advisors, we have found that those who feel the greatest uncertainty about their retirement often have one thing in common: they are missing a written strategy that provides clarity and confidence.

SOCIAL SECURITY OPTIMIZATION ANALYSIS

Retirees will collectively lose $3.4 trillion in potential income that they could spend during their retirement because they claimed Social Security at a financially sub-optimal time, or an average of $111,000 per household according to a recent study.

BENEFICIARY LIQUIDITY PLANNING

The loss of a loved one is not only one of the most difficult and emotional times anyone can face, but it can also become a costly financial hardship as well. While it may a difficult topic to think about, taking proactive measures to preplan can help remove unneeded stress for those you care about most.

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Do you have a retirement strategy? Do you understand it? Are you confident in it?

If the answer is no to any one of these questions, contact us or schedule an appointment today to discuss how we can be of help creating your Retirement by Design.

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