At Next Adventure Financial, we specialize in working with folks aged 50+ who are retired or approaching retirement.
We focus on what matters most to you, making sure every step of your financial plan aligns with your goals and dreams for the future.
YOUR RETIREMENT PARTNER,
NOT JUST YOUR PORTFOLIO MANAGER.
At Next Adventure Financial, we specialize in working with folks aged 50+ who are retired or approaching retirement.
We focus on what matters most to you, making sure every step of your financial plan aligns with your goals and dreams for the future.
| Assets Under Management | Annual Advisory Fee |
| $0 – $500,000 | 1.20% |
| $500,001 – $1,000,000 | 0.75% |
| $1,000,001+ | 0.50% |
Advisory fee is a “blended tier”. The first $500k is assessed 1.20%,
the next $500k is assessed 0.75%, etc.
Why Should I Hire Next Adventure Financial?
You should consider hiring us if you want to:
Are you a fiduciary?
Yes, Next Adventure Financial is a fiduciary fee-only firm located in Lafayette, Indiana. We do not sell financial products or collect commissions.
We only work for our clients – not a broker, bank, or insurance company.
Can you meet with people virtually, including those who live in other states?
Yes! We offer our services to individuals in all 50 states. We will meet virtually using Zoom video conferencing software and any documents can be shared safely and securely through your own private client portal.
You don’t have to be a tech wiz to work with us!
