At Nextphase Advisors, we understand that when it comes to retirement, many people feel overwhelmed and unsure of where to start. Some may even avoid taking action due to a lack of knowledge or a sense of belief that nothing bad will happen to them.
However, we know that unexpected events such as market uncertainty, inflation, economic fluctuations, illness, or loss of a loved one can greatly impact your financial well-being. That’s why our mission is to empower you with the confidence that comes with having a solid retirement strategy in place.
Our team of experienced advisors is committed to providing you with the guidance and support you need to navigate the complexities of retirement planning. We strive to help you avoid common pitfalls and make informed decisions that align with your goals and values.
At Nextphase Advisors, we believe that everyone deserves a confident retirement strategy they can understand and have confidence in. Let us help you create a plan for your retirement, so you can focus on living your best life.
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.
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.
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.
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.
What is the need for life insurance? Life insurance companies help protect your future and prepare you for uncertainty. It keeps your family secure in
What is retirement planning? It is a lifelong process that deals with the retirement income actions, decisions, and goals. It is better to start planning
Our mission at Next Phase 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.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Next Phase Advisors are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Not affiliated with or endorsed by the Social Security Administration or any government agency.