At NextPhase Advisors, we’ve discovered that many individuals who feel uncertain about their retirement share a common trait: they lack a written strategy that provides clarity and confidence.
That’s why our visionary founder, Jeremiah Nolen, has developed The NextPhase Retirement Success Strategy™. This comprehensive approach addresses, integrates, and simplifies the six critical components that we believe are essential for any successful retirement plan.
We understand that planning for retirement can be overwhelming, which is why we strive to make the process as straightforward and accessible as possible. Our goal is to empower you with the knowledge and tools you need to create a retirement plan that fits your unique goals and circumstances.
With the NextPhase Retirement Success Strategy™, you can feel confident that you have a solid plan in place for a fulfilling and financially secure retirement. Let us help you take control of your retirement and achieve the future you deserve.
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.
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.