Retiring in Your 50's or 60's?

We help people who are planning to retire or recently retired in Prescott, AZ and across the nation.

Financial Planning to Give You Confidence

We help create a reliable retirement income so our clients can stop worrying and start the life they've been waiting for.


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Who We Serve

​We help people in their 50's and 60's who are planning to retire soon 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!

A YEAR-END REVIEW CAN IMPROVE YOUR FINANCES | Don’t put off your financial planning until the new year. The end of the year offers great opportunities to make a positive impact on your financial future. An end of the year financial review can help you to save more for retirement, cut expenses, lower your tax bill, and make progress on your goals.

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My Interview with The Prescott Times

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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