Next Phase Financial Planning

Next Phase Financial Planning works with corporate professionals who are planning to retire early, typically within the next 3 years. I can help you answer these important questions:

  • Have I saved enough to retire early and not run out of money?
  • Am I paying too much in taxes?
  • Are my investments set up correctly for retirement?
  • Have I made the correct plans for Social Security, my employer benefits and healthcare?

I am a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience advising clients to retire and enjoy the next phase of their life confidently  I’ve successfully helped corporate employees from several industries and was selected as an exclusive partner with a local energy pipeline company to help their executive team with retirement planning.

We are located in Prescott, AZ and meet with our clients across the nation virtually.  We are available in person by request for clients in our area.

Submit

Advisors at this Office

Submit

This Office

3623 Crossings Drive Suite 232 Prescott, AZ 86305 Phone: (928) 237-4450

Primary Office

3623 Crossings Drive Suite 232 Prescott, AZ 86305 Phone: (928) 237-4450