Next Phase Financial Planning

Next Phase Financial Planning specializes in helping people in their 50's and 60's create a tax-efficient retirement income and investment plan to secure their future.  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 helping clients to retire and enjoy the next phase of their life confidently.  Our No Pressure Process allows anyone to explore our services with no obligation.  We want you to know clearly how we can help you before you make a decision to hire us. 

We provide expertise and advice to help you set up a retirement income plan to begin retirement without relying on market returns for your cash flow.  We review and provide planning on investments, taxes, wealth preservation and transfer, estate planning and risk management.

We are located in Prescott, AZ and meet with our local clients in person and our clients across the nation virtually.