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.
NextPhase Advisors offers a complete Social Security Optimization Analysis to guide you through the application process so you can feel confident in making the best selection for you and your family to avoid leaving this money on the table.
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
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.
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.