Next Adventure Financial

Next Adventure Financial delivers tax-focused financial planning to families approaching retirement, and those already retired. Our financial planning 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!