At Next Phase Financial, we offer a unique and customized consulting experience for each and every client By offering real value that you aren't getting from other advisors.
We start with a Social Security analysis. For 65% of middle-class Americans, Social Security represents over 50% of monthly income. Is your current advisor offering you sound, solid advise pertaining to Social Security? The real question is: how can they NOT be talking to you about Social Security?
Whether you're married, divorced, widowed or single, your situation is unique to you. This is what we do. In fact, we are the only firm in Des Moines that specialize in optimizing and coordinating Social Security and retirement benefits.
We take a conservative approach to working with our clients. If you are interested in Safety, Guarantees, Income and Peace of Mind, then you're in the right place!
COORDINATE all of your retirement benefits: Social Security, IRA, 401k, IPERS, Medicare, Health Insurance, Life Insurance and Long-Term-Care.