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Financial Planning

Personalized advice to help you avoid costly financial mistakes.

Financial Planning isn't just for complex situations such as large estates or business succession planning. A personal financial plan can ensure that each piece of your personal financial puzzle fits together correctly to reveal the path to your goals.

Next Investments covers everything from personal retirement, education and insurance needs - to trusts, gifting and estate solutions - to business qualified plan strategies. This team utilizes leading financial technology providers to assure that you will never under or over fund your goals.

Our Financial Planning Process is guided by the seven steps as outlined by the CERTIFIED FINANCIAL PLANNING BOARD OF STANDARDS, INC.:

  1. Understanding the client's personal and financial circumstances
  2. Identifying and selecting goals
  3. Analyzing the client's current course of action and potential alternative course(s) of action
  4. Developing the financial planning recommendation(s)
  5. Presenting the financial planning recommendation(s)
  6. Implementing the financial planning recommendation(s)
  7. Monitoring progress and updating

Are you on track to retire?


(804) 591-1657