Our 3-step Retirement Review will provide you with a full review of your retirement plan while answering your most pressing retirement questions.
Aged 50+
Retirement investors age 50+ who are retired or close to it.
$500k+
Diligent savers who want to make smart decisions with what they’ve worked hard to save.
Expert Guidance
People who want a trusted guide because retirement is too important to go it alone.
A 3-step process showing you how to
lower taxes, invest smarter, and maximize retirement income.
The purpose of this introductory meeting is to learn more about your most pressing questions and to make sure our speciality matches your situation.
In this brief meeting, we’ll focus on the specifics of your situation. We’ll learn more about your goals, finances, and any other specific areas you’d like to address.
In this final meeting, we’ll take ~1 hour to review our assessment of your retirement plan. We’ll discuss the ways you can improve your investments, lower your taxes, and optimize your retirement.
After we complete your Retirement Review we simply ask you to think about it so you can decide if we’re the right financial advisor for you.
If you determine that we’re not the right fit, we’ll gladly refer to you another fiduciary advisor in our network.
Step #1
Schedule Your Introductory Meeting
Step #1
Schedule Your Introductory Meeting
Why Should I Consider Hiring Next Adventure Financial?
Consider hiring Next Adventure Financial if you want to:
How Are You Different Than Other Financial Advisors?
There are three key things that make Next Adventure Financial different from others:
You’ll notice that most advisors have similar titles and designations; and many of us also work with similar vendors and custodians.
Our Retirement Review will help you evaluate our services to make sure we’re the right firm for you. Especially since it’s extremely difficult to differentiate one financial advisor or company from another just by looking at credentials.
Can You Work With People in Other States?
Yes! We’re based in Lafayette, IN but we meet with clients from across the US through Zoom video conferencing. Each virtual meeting is protected and we maintain strict security guidelines to protect your privacy.
You don’t have to be a tech wiz to work with us!
How Does Next Adventure Financial Make Money?
It only makes sense to hire a financial advisor if the value they provide exceeds their cost.
The Retirement Review will provide you with a full review of your current retirement plan with actionable steps you may take to help lower taxes, improve your investments, and generate a reliable retirement income. All of this is intended to help you quantify the benefits of working together.
Next Adventure Financial charges a transparent fee that includes ongoing retirement and tax planning support in addition to the management of your investment accounts.
This fee is our ONLY form of compensation—we don’t sell products and are not paid through commissions or any other revenue sources.
The blended fee is calculated based on a percentage of the total value of the investments we oversee and manage; for example, the first $500k is assessed 1.20%, the next $500k is assessed 0.75%, etc.
Scheduling a call is the first step in determining whether we are a good fit to work together.
That’s ok! You may find our weekly newsletter useful as you prepare for/navigate retirement.
It’s packed with great info on retirement, investing, and taxes – all in plain English!
