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Jericho Office

500 North Broadway

Suite 251A
Jericho, NY 11753

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 At NXT Phase Financial, we pride ourselves on our ability to financially educate you on what you have and what you need. An educated client is our best client. Take advantage of our financial resources by downloading any of these whitepapers below.

<span>Insured at Every Stage: Starting Out</span>

Insured at Every Stage: Starting Out

The transition to adulthood is an exciting time and includes protecting yourself, your children or grandchildren from the financial risks that life can present. This whitepaper will help navigate the many available insurance options and decide how to protect financial futures.

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<h2><span>Insured at Every Stage: Raising a Family</span></h2>

Insured at Every Stage: Raising a Family

DAs life evolves, so do your  insurance needs. Having the right coverage can be one of the most important ways you can protect yourself and your family This whitepaper discusses essential insurance coverage for families with children and how to prepare for unforeseen challenges.

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<span>Insured at Every Stage: The Golden Years</span>

Insured at Every Stage: The Golden Years

Later adulthood brings unique changes and opportunities. At this stage you may face concerns about retirement, health care, and more. This whitepaper discusses how insurance needs evolve as you age and how to make informed coverage decisions. 

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