Services Offered
Retirement Planning
Personalized strategies to optimize retirement income, including 401k transitions and age-based planning for early or standard retirement.
Investment Management
Comprehensive investment portfolio guidance with a focus on growth, protection during market downturns, and low-risk options.
Tax Planning
Expert advice on tax-efficient strategies for your investments and retirement funds to maximize savings and compliance.
Trust Fund Setup
Assistance in establishing trust funds for family members, such as grandchildren, to secure their financial future.
Financial Consultation
One-on-one sessions to address specific financial needs, from short-term cash flow to long-term security planning.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
J
Jerry Brundage
via Google
about 1 month ago
Jeremiah helped me transition out of my 401k into a retirement plan that gave me a steady monthly income and gave guidance into tax planning for my portfolio as it grows. Very Professional and friendly guidance.
B
Bernard CARTER SR.via Google
about 1 month ago
Jeremiah of Next Phase Advisor’s has been my financial advisor for some years now and I haven’t had a problem. He is very knowledgeable, informative and thorough. I am very particular when it comes to my finances but I must say that I really trust him with my hard earned money. He’s a great person and a God fearing man. If you are looking for a good financial advisor and/or a company to help you with your financial needs as well as giving you a peace of mind with your retirement plans, Next Phase Advisor’s are the best and I know you won’t be disappointed. Thanks Jeremiah and Next Phase Advisor’s for your great customer service as financial advice/security!!!
P
Patty Smithvia Google
about 1 month ago
Every one has been been very helpful and have provided positive planning for us. They helped us plan for early retirement and provided a non scary plan. They are always staying in touch with us and keeping us updated. Very helpful- friendly- and have provided easy and peace of mind.
B
Bill Hurstvia Google
about 1 month ago
Jeremiah helped me think through proper retirement investment strategies to both earn well in retirement, while also protecting my investments during future down markets. He has great knowledge and cares!
D
Debbie Puffervia Google
12 months ago
Jeremiah and Seth at Next Phase Advisors have been very professional, and extremely helpful in helping my husband and I plan for retirement. They helped us to plan the best age to retire, set up short and long-Term investments so we can plan for the future and still have money on hand when needed. They also helped us to set up trust funds for our grandchildren and a low risk investment for my mom to help pay for her assisted living. Jeremiah and Seth answered our questions and set our minds at ease so we can enjoy our retirement. I highly recommend them if you’re not sure what to do or how to go about planning for security as you retire.
