The NextPhase Plan
The NextPhase Plan is a holistic way to incorporate all of your assets – investments, insurance, taxes, estate planning, Social Security and retirement income – and design an easy to understand, written plan that will meet your retirement income goals. It accounts for the variables that can negatively affect the long-term success of a financial plan (like market volatility, taxes, inflation and life expectancy) and segments your assets based on income needs, time horizon, and tax qualifications.
The key to a successful NextPhase income plan is strategically positioning, and then protecting, a mutually agreed-upon portion of your assets in order to buy a time horizon that allows you to invest the remainder for long-term growth.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
mike@papawealthmgt.com | (719) 228-3630