Why Nextphase Advisors | Next Phase Advisors

At Nextphase Advisors, we understand that when it comes to retirement, many people feel overwhelmed and unsure of where to start. Some may even avoid taking action due to a lack of knowledge or a sense of belief that nothing bad will happen to them.

However, we know that unexpected events such as market uncertainty, inflation, economic fluctuations, illness, or loss of a loved one can greatly impact your financial well-being. That’s why our mission is to empower you with the confidence that comes with having a solid retirement strategy in place.

Our team of experienced advisors is committed to providing you with the guidance and support you need to navigate the complexities of retirement planning. We strive to help you avoid common pitfalls and make informed decisions that align with your goals and values.

At Nextphase Advisors, we believe that everyone deserves a confident retirement strategy they can understand and have confidence in. Let us help you create a plan for your retirement, so you can focus on living your best life.

Overview

90% Strategy. 10% Financial Tools.

In today’s financial industry, one of the most significant flaws is that advisors tend to prioritize product-focused solutions and overlook crucial aspects of an individual’s financial and overall well-being. This approach can be detrimental to retirees who rely on their advisors for guidance and support.

Acknowledging the gaps and inefficiencies that have persisted in the industry for decades, and drawing from his own personal experiences of losing his father, Jeremiah Nolen, the founder and visionary behind The Next Phase Retirement Success Strategy™, has developed an integrated solution to address these issues.

With a wealth of professional expertise and a deep understanding of the emotional and practical challenges that retirees face, Jeremiah’s approach prioritizes the holistic well-being of his clients. By taking a comprehensive view of their financial situation and life goals, he creates a customized plan that encompasses all aspects of their retirement journey.

The Next Phase Retirement Success Strategy™ is a testament to Jeremiah’s commitment to providing exceptional service to his clients. His approach is rooted in the belief that retirement planning should be a collaborative and personalized process that takes into account the unique circumstances of each individual.

In summary, The Next Phase Retirement Success Strategy™ represents a significant departure from the product-focused solutions that have dominated the financial industry for so long. By prioritizing the overall well-being of his clients, Jeremiah has created a truly integrated solution that addresses all aspects of retirement planning.

“Our belief: Being in the “next phase” of retirement entails more than just financial wealth.”

At our firm, we believe in taking an integrated approach to retirement planning. Our advisor-coaches work closely with you to gain a deep understanding of your financial goals and aspirations. By working together, we help you identify what you truly want from your money in retirement and develop a personalized plan to help you achieve it.

It’s important to note that our ultimate objective is not to sell you a product. Instead, we are committed to helping you create a fulfilling and prosperous retirement, aligned with your unique vision. Our advisor-coaches will work tirelessly to ensure that your strategy is tailored to your needs and objectives, and that you have the support and guidance you need to succeed. At our firm, we are passionate about helping you create a life well-lived, and we are committed to your success.

“Streamlined Financial Planning with Proactive Anticipation of Your Needs”

At our firm, we understand that financial planning can sometimes feel overwhelming and complex. That’s why we make it our mission to simplify and streamline the process for our clients. Through proactive and transparent communication, we keep you informed every step of the way.

We believe in empowering you with the knowledge and understanding of your financial plan so that you can make informed choices with confidence. Our team of experts will work with you to ensure that you have a clear understanding of how your plan works, and we will be available to answer any questions or concerns that you may have along the way.

We believe that open communication is key to building a strong, trusting relationship with our clients. By keeping you informed and involved in the decision-making process, we can work together to create a financial plan that truly aligns with your goals and aspirations. At our firm, we are committed to making financial planning as simple and stress-free as possible for our clients.

“Committed to Serving You and Our Community”

At our firm, we are proud to be locally owned and operated. Our team includes members of your community who share a deep commitment to improving the lives of those around us. We believe that by working together, we can make a positive impact on our local area and create a brighter future for everyone.

As part of our commitment to our community, we advocate for other local businesses and support initiatives that promote economic growth and development. We are also passionate about engaging with causes that positively impact our area, from volunteering with local charities and churches to supporting initiatives that promote education, health, and overall well being.

We understand that our success is intertwined with the success of our community. That’s why we are committed to using our expertise and resources to make a positive impact on the world around us. Whether it’s through supporting local businesses or engaging with causes that matter to our clients, we are dedicated to making a difference in the lives of those we serve.