Broker Check

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. 



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

401(k) Planning

403(b) Planning

College Plans

Estate Planning Strategies

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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. |  (719) 228-3630