Financial Planning

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Financial Planning

At Next Phase Consulting, we take a comprehensive approach to financial planning—helping you create a strategy that supports your goals today and well into the future. In addition to retirement planning, we offer a range of services designed to bring confidence to every stage of your financial journey as you transition to the Next Phase of Life.

Tax-Efficient Investment Strategies

Our team designs personalized investment strategies that help minimize your tax exposure and keep more of your hard-earned money working for you throughout retirement.

Estate Planning

Your legacy matters. We’ll work alongside you to ensure your assets are protected and passed on according to your wishes—while helping minimize taxes and avoid unnecessary probate challenges.