assessment of your retirement plan and will help us
determine if we’re the right advisor for you.
Analysis
Analysis
Paycheck
an assessment of your retirement plan and will help us
determine if we’re the right advisor for you.
Analysis
Analysis
Paycheck
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.
Your Free Retirement Evaluation
A 3-step process showing you how to
lower taxes, invest smarter, and maximize retirement income.
STEP #1: Schedule 30 minute call
The purpose of this introductory meeting is to learn more about your most pressing questions and to make sure our speciality matches your situation.
STEP #2: Strategy Meeting
In this 1 hour 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.
STEP #3: Discuss Your Retirement Evaluation
In this final meeting, we’ll take ~1 hour to review our evaluation of your retirement plan. We’ll discuss the ways you can improve your investments, lower your taxes, and optimize your retirement.
That’s It!
After we complete your retirement evaluation 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
Still Have Questions? Keep Reading…
Why Should I Consider Hiring Next Adventure Financial?
Consider hiring Next Adventure Financial if you want to:
- Generate a reliable paycheck in retirement.
- Lower taxes and keep more of what you worked hard to earn.
- Improve your investment portfolio and reduce portfolio risk.
- Spend more time enjoying retirement, not managing it.
- Make sure your family has a trusted advisor if something happens to you.
How Are You Different Than Other Financial Advisors?
There are three key things that make Next Adventure Financial different from others:
- I’m a retirement and tax planning expert for people aged 50+. I specialize in helping people who are retired or preparing for retirement—because after working with hundreds of retirees throughout my career, I know the challenges, opportunities, and decisions that matter most in this stage of life.
- I limit the number of families I work with. I’ve intentionally limited the number of families I work with so I can remain fully committed to delivering the highest level of service and attention to my clients.
- I provide advice that goes beyond the portfolio. My work doesn’t stop at managing investments. I’ll be by your side helping you coordinate every aspect of your retirement so you can enjoy your hard-earned wealth with clarity and peace of mind.
You’ll notice that most advisors have similar titles and designations; and many of us also work with similar vendors and custodians (like Charles Schwab).
This is why I offer a free Retirement Evaluation – to help you evaluate my services 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! I regularly meets with clients 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 Evaluation will provide you with an evaluation 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.
- 1.20% on the first $500,000
- 0.75% on amounts between $500k and $1M
- 0.50% on amounts above $1M
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.
Not Quite Ready?
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!
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