Next Phase Advisory Group

10/14/2026

We welcome you to experience the relationships, trust, and commitment that are at the heart of Next Phase. We believe meaningful guidance begins with understanding what matters most. By taking the time to listen, we help clients navigate both the math and the emotions that come with life's biggest decisions, providing clarity and confidence through every phase of life.

It is our belief that a team can provide more than any one individual alone. By bringing together diverse experience, perspectives, and expertise, we're able to listen more deeply, think more broadly, and better serve the people who place their trust in us.

It is an honor to share the voices of our clients and their experience with our team.

10/09/2026

You've worked hard for what you've built.

When in doubt, slow down and verify.

If you are unsure or want to discuss vulnerabilities, reach out to your advisor: www.nextphaseadvisorygroup.com

Scammers are smarter than ever—targeting everything from bank accounts to life insurance. Here are eight ways to protect yourself.

10/02/2026

Insightful article about the evolution of your financial story.

At Next Phase Advisory Group, we help clients embrace life's transitions with clarity, confidence, and purpose because every phase of life deserves a strategy.

To our clients: thank you for allowing us to be part of your journey. We look forward to helping you navigate whatever your next phase may be.

Visit our website to learn how we uniquely support and service our clients: www.nextphaseadvisorygroup.com

Financial planning isn’t a checklist or point in time. It’s an endeavor that evolves as your life evolves.

09/21/2026

New 2026 tax laws! Useful resource for end of year planning...

Income timing, giving, retirement, and estate planning moves to review before December 31.

09/14/2026

Some of life's most meaningful milestones begin with a backpack, a classroom, and a little anticipation about what's ahead. We're proud to celebrate this season with the students and families of Next Phase Advisory Group.

09/11/2026

Today we remember and honor those we lost. We reflect on the courage, sacrifice, and unity that followed, and the impact that continues to shape us today.

09/04/2026

As we celebrate Labor Day, we're reminded that behind every financial plan is a lifetime of hard work, sacrifice, and commitment.

We've had the privilege of working with individuals, families, and business owners through every phase of that journey, from building careers and growing businesses to preparing for retirement and creating a lasting legacy.

Wishing everyone a safe and meaningful Labor Day with family and friends.

09/02/2026

Please join us in welcoming Tonya to Next Phase Advisory Group!

As our Client Relations Associate, Tonya brings a unique blend of experience across technology, education, client service, marketing, communications, hospitality, and community leadership.

We're pleased to welcome Tonya to the team and look forward to the positive impact she'll have on our clients and the communities we serve.

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.

08/21/2026

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

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