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.
Visionary and founder Jeremiah Nolen has created the The NextPhase Retirement Success Strategy™ to address, integrate and simplify the six critical components that we believe every successful retirement plan needs to include:
The fundamental flaw in the financial industry today is that advisors often lead with product focused solutions and ignore critical components of one’s financial and total wellbeing, largely doing a disservice to you as a retiree.
Recognizing these gaps and inefficiencies from decades of professional experience and his own personal experiences at the loss of his father, founder and visionary Beau Henderson has created The Next Phase Retirement Success Strategy™ providing an integrated solution, addressing:
The lifeblood of retirement is income. Will you have enough? Will it last as long as you do? These are the top concerns of the people we help serve every day. We will help you to:
With retirement today often spanning multiple decades, including long-term growth opportunities is essential. Through asset allocation and diversification, this growth will help hedge against inflation, long-term care costs and provide for a surviving spouse or loved ones in future generations.
It’s not just about what you make, but what you keep. With most retirement savings having an unpaid tax bill that becomes due upon distribution, taxes are often the greatest single expense for most Americans today—even during retirement. Our goal is to help you be efficient to pay as little in taxes as possible. This may include:
What are you doing to protect your greatest asset of all—your health? Another significant expense and concern in retirement is healthcare. We will help you explore your options to establish the coverage protection you may need, including:
From creating an income plan for your surviving spouse to partnering with attorneys as needed to create essential documents to implement your intentions in the event of your death or disability, your plan may include updating:
It’s not just money that will make for a satisfying retirement; it’s how the money is used that ultimately determines your retirement success. Once you stop being an employee, who will you be? What relationships and experiences give you the most purpose and fulfillment? We will guide you through these critical conversations to determine what matters most to you, and then create a plan to help you achieve it.
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.