Personalized advice to help you avoid costly financial mistakes.
From complex situations such as large estates or business succession planning to personal financial advice, good advice can ensure that each piece of your 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 Advice Process is guided by seven steps:
- Understanding the client's personal and financial circumstances
- Identifying and selecting goals
- Analyzing the client's current course of action and potential alternative course(s) of action
- Developing the financial recommendation(s)
- Presenting the financial recommendation(s)
- Implementing the financial recommendation(s)
- Monitoring progress and updating