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

We help corporate professionals in their 50's/60's who are planning to retire or recently retired.

Financial Planning to Give You Confidence

We help create a tax-efficient retirement income and investment plan to secure your future.

Who We Serve

​We help corporate professionals in their 50's and early 60's who are planning to retire early or recently retired. We help create a tax-efficient retirement income and investment plan to secure our clients' future. We work best with those looking for a trusted advisor to ensure they make the best financial decisions. Our clients are good savers and genuinely nice people.

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​Initial 20-Minute Phone Call

We'll start with 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 retirement planning.

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Read our latest thoughts!

WHAT TO DO AFTER YOU FILE YOUR TAX RETURN | Taxes are done, what's next? You filed your tax return for last year by the deadline. No more worrying about taxes now, right? Not exactly. Tax planning doesn't end with filing your tax return! It's important to take time to review your tax filing to see what opportunities are available to you.

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Welcome to Next Phase Financial 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.

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