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    Retirement/IRA/Roth/401k Are you still riding the bull… ready to get off?
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    Social Security EducationWhich strategy is best for you?
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    Annuities More important today than ever…and why.
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Retirement Social Security Education Annuities Life Senior Healthcare

Financial/Retirement planning?

We are committed to providing insurance and financial knowledge, through quality products and services, to meet the financial needs of our clients. Our daily focus is targeted on educating those who are planning for their future retirements as well as those who are currently in retirement. 

We always seek and use steady accounts with predictable and reliable performance, to help our clients achieve their financial independence over time ......NOT OVERNIGHT.

Many Baby Boomers today are envisioning retirement differently from previous generations because they have the energy and the desire to pursue other avenues as an extension of their career. Boomers may reinvent their careers or even focus on philanthropic ventures. The one common denominator is their interest in making wise investment choices with their life savings.

You will use different financial tools in the protection and income phase of your life, than you used during the accumulation phase of your life.....DO YOU KNOW WHAT TOOLS TO USE IN YOUR "NEXT PHASE"?

Some advisors say that Social Security and Medicare are not their job … That is not us! We embrace all areas of retirement, to help our clients embark on a smooth and more financially secure retirement. Traditional advisors pride themselves on the investment returns they are able to get for their clients. But investment returns pale in comparison to the tens maybe hundreds of thousands of dollars saved or received over a clients lifetime as a result of making smart Social Security and Medicare decisions. 

We are committed to:

  • Getting to know each client and their individual, unique needs;
  • Delivering quality, safe products and services to meet those individual financial needs and goals;
  • Providing ongoing service that will add comfort and security as you enter the next phase of your life;
  • Treating you as we would a member of our own family.

At Next Phase Financial we are experienced professionals dedicated to your satisfaction....A lot has changed in 
the financial world over the years, but our dedication to your financial future certainly hasn't.

Providing retirement and financial planning in Charlotte, Hickory, Concord, Greensboro, Rock Hill, Salisbury, Gastonia, Spartanburg, Greenville and Asheville, North & South Carolina.

Contact us now or visit us at our office.


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Next Phase Financial
3600 Arco Corporate Dr, Ste 220
Charlotte, NC 28273
Contact Us
704.542.0447
info@nextphasefinancial.com
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704.542.0447
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