Next Adventure Financial

Next Adventure Financial delivers tax-smart retirement planning to families approaching retirement, and those already retired. Our financial planning and investment process brings clarity to retirees so they can live more confidently and enjoy their retired years. We do all of this by helping you safely enjoy your nest egg while paying Uncle Sam less!

We also specialize in helping young professionals establish their family's financial plan with an emphasis on reducing taxes and simplifying the household finances.

No matter what stage of life you're in, our services are designed to eliminate complexity in your life so you can spend more time doing what you love!

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

17 S 6th St Lafayette, IN 47901 Phone: +1 (765) 705-0117

Primary Office

17 S 6th St Lafayette, IN 47901 Phone: +1 (765) 705-0117