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.

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.

Our partners Kevin Olson and Tom Rossi recently celebrated the graduations of their daughters’ Megan and Laine from the ...
05/15/2026

Our partners Kevin Olson and Tom Rossi recently celebrated the graduations of their daughters’ Megan and Laine from the College of Nursing at Marquette University in Milwaukee!
Megan is Kevin’s last child to graduate from college and Laine is Tom’s first! Congratulations to both girls on these milestones!
*Good thing Kevin and Tom are financial planners!

Happy Mother's Day!
05/10/2026

Happy Mother's Day!

Happy Earth Day!
04/22/2026

Happy Earth Day!

We are thrilled to share that FORBES has recently recognized Next Phase Advisory Group's Mike Polan & Kevin Olson as two...
04/21/2026

We are thrilled to share that FORBES has recently recognized Next Phase Advisory Group's Mike Polan & Kevin Olson as two of the top wealth advisors in Illinois based on their experience in wealth planning and insurance. Your excellence and client-first approach make us proud. While this is a great accomplishment for our team, it was only possible because of our amazing clients, partners and team members. At Next Phase Advisory Group, we continue to work as your trusted guides for your financial journey. Congratulations Mike and Kevin!

Welcome, Sam, to Next Phase Advisory Group! Sam joins us as a Trading & Investment Analyst in the Trading Department, br...
04/06/2026

Welcome, Sam, to Next Phase Advisory Group! Sam joins us as a Trading & Investment Analyst in the Trading Department, bringing experience from the network office where he previously served in Advisory Services. A graduate of Indiana University with a degree in Marketing and Operations Management. Sam earned his Series 7 license while at Northwestern Mutual. We’re honored to have Sam on board and excited for the insights he’ll bring to the team.

Welcome, Luke, to Next Phase Advisory Group! Luke joins us from Stryker, where he spent more than a decade in sales oper...
04/02/2026

Welcome, Luke, to Next Phase Advisory Group! Luke joins us from Stryker, where he spent more than a decade in sales operations, training, and product marketing strategy—bringing with him experience building meaningful client and team relationships. He and his wife Kelsey live in Sleepy Hollow, IL, with their four energetic boys. We’re thrilled Luke joined our purpose-driven team and can’t wait to see the impact he’ll make here.

Market leadership broadened with Small Caps in 2025, while international developed and emerging-market equities also gai...
03/30/2026

Market leadership broadened with Small Caps in 2025, while international developed and emerging-market equities also gained momentum as macro conditions shifted from previous years. Here’s how diversification is powering our long-term investment strategy. https://www.northwesternmutual.com/life-and-money/what-2025-taught-us-about-the-importance-of-diversification/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_market-insights_field&utm_term=importance-of-diversification&agentid=060904
If you have questions, please reach out to us Next Phase Advisory Group at [email protected] or visit us at www.nextphaseadvisorygroup.com.

Address

1901 Butterfield Road Suite 300
Downers Grove, IL
60515

Telephone

+16303532300

Website

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