Retiring in Your 50's or early 60's?

Retire on Your Terms - Save on Taxes - Invest for Success


Our clients understand that early retirement decisions are too important to try to make alone, and value having an expert to help ensure they make the best decisions to protect their future.

Who We Serve

​We specialize in helping corporate employees who are planning to retire early, typically in the next 3 years or less. Our clients are good savers and genuinely nice people. We help those looking for a trusted advisor to ensure they make the best decisions to secure their future.

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​Initial 20-Minute Phone Call

Once you've asked us, we'll have an initial 20-minute phone call.  This call allows you to gain a better understanding of our process and our expertise.  It allows us to understand the important questions you need answered and determine if we are able to add tremendous value to your early retirement planning.

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Next Phase Financial Planning LLC (“NPFP”) is a registered investment advisor offering advisory services in the State(s) of Arizona and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NPFP in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of NPFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.