We manage money the way you want it managed. We offer non-proprietary strategies, which are either fee-based, commission-based or both. During our conversation of possible strategies, we together weigh the pros and cons of what might be best for you. Through our alignment with Securities America, Inc. ...

At NXT Phase Financial, we believe that quality financial planning begins with building personal relationships with clients.  After a discovery process, we can craft a plan that works toward supporting your short and long-term goals.

Does your 403(b) plan pass the test?  Could high fees be cutting into your hard-earned savings?  We offer a free complimentary service to discuss alternative 403(b) options approved in your district.

We care about ensuring that you, your family and your business are taken care of in case of an unfortunate life event. Insurance is essential to any comprehensive financial security plan because it can help protect you and your family from undue hardship. We strive to bring you the best coverage for...