Matt brings over 20 years of industry experience.  His passion for helping people and mastery of the Social Security claiming strategies truly set Matt apart.  Matt also hold the designation of NSSA - National Social Security Advisor.

Jared Weiss, CSSCS - President and CEO

​Cell: 515.326.1947


Next Phase Financial 

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.


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

our approach

Jared Weiss is the president and founder of Next Phase Financial, a boutique firm providing customized strategies for Social Security and retirement income. Jared strives for client satisfaction by providing real value-add strategies to prepare for your retirement future: Asset Protection and Legacy Planning.
Jared's and his family live in Johnston.  Jared and his wife are active in their community as Jared is a mentor for Johnston's JUMP - Johnston Youth Mentoring Program and Meg volunteers at Everybody Wins! Iowa

Matt Anderson, NSSA, LUTCF 


​Cell:  515.681.7762