expert analysis

Next Phase Financial Retirement income Planning

industry best practices

How much of your retirement dollars can you afford to lose?  We analyze your risk vs. GUARANTEED assets.

risk mangement

We specialize in helping retirees and those transitioning into retirement understand Social Security strategies, reduce tax burdens and strategies to potentially increase income in retirement. It’s our mission to make sure you enjoy your hard-earned retirement using strategies that fit your specific needs. Any successful plan for retirement needs a strong foundation.  That foundation starts with coordinating your retirement benefits; Social Security, 401k, IRA, brokerage, Medicare, Health Insurance, Life Insurance and Long-Term-Care.  Let's work together to give you the peace of mind you deserve in retirement!

Our expert advisors hold the nations highest Social Security designations; CSSCS - Certified in Social Security Claiming Strategies and NSSA - National Social Security Advisor.

Social Security is the foundation to a solid retirement income plan.  Make sure you are coordinating your Social Security & Retirement benefits.

We analyze your entire retirement portfolio.  Get your personalized Social Security and retirement income analysis and make sure you don't outlast your assets!

Your Next Phase Starts Here!

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2183 NW 86th ST. Suite C. Clive, IA  50325      515-326-1947     nextphasefin@gmail.com

strategic planning