Next Phase Advisory Group

Next Phase Advisory Group Next Phase Advisory Group works as your trusted advisors. Our multi-phase approach aligns your life plan with your financial plan.

Next Phase Advisory Group works as your trusted advisors, clarifying your goals and helping you navigate life’s transitions with one thing in mind -- living your best life. As Financial Planners for high net-worth professionals and business owners, we provide concise, knowledgeable direction that goes well beyond the investment portfolio. Together we'll develop the most strategic balance of retire

ment planning, insurance solutions, intergenerational planning, wealth management and more. Because we are a Private Client Group firm within Northwestern Mutual, we have access to all the resources befitting high-wealth clients. We're here to help you plan for all of life's phases: today, tomorrow, and the road ahead.

Beyond Registration Fees: Understanding the Real Cost of Youth Sports
08/28/2026

Beyond Registration Fees: Understanding the Real Cost of Youth Sports

See how much youth sports and activities really cost and how to budget for them.

Diversification for the long game. Markets, economy & small business data…
08/21/2026

Diversification for the long game. Markets, economy & small business data…

Markets are broadening beyond tech. See why diversification still matters.

Choosing a trustee...
08/20/2026

Choosing a trustee...

You've worked hard to build something worth leaving behind—here's how to make sure it reaches your children the way you intend.

Great leadership I'm proud to stand with. Our Chairman, President and CEO, Tim Gerend, has been recognized on Glassdoor’...
08/18/2026

Great leadership I'm proud to stand with. Our Chairman, President and CEO, Tim Gerend, has been recognized on Glassdoor’s 2026 Best CEOs list. It’s a reflection of the people and culture that makes us who we are. Congratulations, Tim. Well-deserved.

Understanding the required minimum withdrawals from your retirement accounts can help you make the most of your money. H...
08/14/2026

Understanding the required minimum withdrawals from your retirement accounts can help you make the most of your money. Here’s how.

Understanding more about the required withdrawals for most of your retirement plans can help you plan ahead.

What do you get when you put a group of client-obsessed professionals in the same room for a few days?A lot of ideas, a ...
08/12/2026

What do you get when you put a group of client-obsessed professionals in the same room for a few days?

A lot of ideas, a lot of laughs, and a renewed commitment to doing what we do best and maybe a little too much coffee.

At Northwestern Mutual's 146th Annual Meeting, Next Phase Advisory Group had the opportunity to connect, learn and celebrate the reason we do what we do….our Clients.

Our time in Milwaukee, WI was a reminder that when a team comes together with shared values, trust, and intention, great things happen.

We're grateful for one another and for the relationships within our team. Our collaboration fuels our success and allows us to serve and support our clients with purpose every day.

This year’s annual meeting reinforced what makes our group extremely special & unique and has us excited for our Next Phase.

Happy 250th Independence Day - 4th of July! Wishing you and your family a fun and safe holiday!
07/04/2026

Happy 250th Independence Day - 4th of July! Wishing you and your family a fun and safe holiday!

Now’s the perfect time to dive into your favorite summer activities. Enjoy the sunshine, make memories, and soak up ever...
06/21/2026

Now’s the perfect time to dive into your favorite summer activities. Enjoy the sunshine, make memories, and soak up every bit of joy this summer has to offer!

Happy Father's Day!
06/21/2026

Happy Father's Day!

Today, we pay tribute to the heroes who sacrificed everything to secure our freedom. Their bravery will never be forgott...
05/25/2026

Today, we pay tribute to the heroes who sacrificed everything to secure our freedom. Their bravery will never be forgotten. Let us always honor their memory.

Address

1901 Butterfield Road Suite 300
Downers Grove, IL
60515

Telephone

+16303532300

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