Next Adventure Financial

Next Adventure Financial is a retirement planning firm that specializes in working with people age 50+ who are approaching or already in retirement.

We help clients navigate retirement, taxes, investments, Social Security, health insurance, and the other important pieces that come with retirement.

If you’d like to talk, the first step is a short introductory call. We’ll talk about the questions on your mind, what prompted you to reach out, and whether we may be a good fit.

Schedule a brief introductory call

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

101 N 4th St Suite 204 Lafayette, IN 47901 Phone: +1 (765) 705-0117

Primary Office

101 N 4th St Suite 204 Lafayette, IN 47901 Phone: +1 (765) 705-0117