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WHY NEXTPHASE ADVISORS

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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.

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Overview

90% Strategy. 10% Financial Tools.

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 Jeremiah Nolen has created The Next Phase Retirement Success Strategy™ providing an integrated solution, addressing:

Why Choose Us

Smart Investing with Smart Ideas

INCOME PLANNING

GROWTH PLANNING

TAX PLANNING

HEALTHCARE PLANNING

ESTATE PLANNING

NON-FINANCIAL PLANNING

We believe that living in the “next phase” of retirement means more than being financially wealthy.

Through our integrated approach, our advisor-coaches help you to truly identify what you want from your money in retirement and then create a plan to help get you there. Their ultimate objective is not to sell a product, but rather to help you create a life well lived and align your strategy toward achieving that vision.

Simplifying financial planning and proactively anticipating your needs.

In addition to our comprehensive planning approach, we simplify and streamline financial planning through proactive, transparent client communication. We want to keep you in-the-know as decisions or updates to your plan need to be made. We empower you with the knowledge of how your plan works so that you can feel confident in making informed choices.

Serving you and our community.

As a locally owned and operated firm, our team includes members of your community who are committed to improving the lives of those around us. From advocating for other local businesses to engaging with causes that positively impact our area, we are committed to working to make our community a better place.

Let's Work Together

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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