Next Phase Financial

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3525 Whitehall Park Dr. Suite 180
Charlotte, NC 28273
(704) 542-0447
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Did You Know There are Many Different Annuities?
Annuities Help you Navigate Your Retirement Needs! Consumer Affairs Breaks them down like this -  Fixed Annuity A fixed annuity sets a guaranteed payout for the rest of the beneficiary's life. Fixed annuities can provide predictability and a steady income during retirement. ...

Happy St. Patrick's Day - Saving Your Gold Strategies!
 From Our Crew at Next Phase Financial - Have a Happy Green Day  Now when you are finished wearing green and drinking green beverages this weekend ..........Call us to talk about SAVING SOME GREEN for your retirement! Contact us to see how Lucky we can Make YOU!...

Free 2017 Key Financial Data Report
Welcome to February!! What awesome weather we have had here in NC! Pretty soon these beautiful Tulips will be sticking their heads out for all to see.      It is also Tax Time and Next Phase Financial has a handy "Key Financial Data" Report that will give you Quick Info for 2017 for: ...

Monthly Mailbox Money!!
Does your Retirement include receiving "Monthly Mailbox Money?"   Well - 2017 is here and in full swing. We are here to help you get ready for your adventures this year and beyond!   I  wanted to remind  you  -  Here  at  Next  Phase  Financial.....

Merry Christmas and Happy New Year!
Hope the Holidays find you having fun with family and friends. From our Crew to Yours Have a Merry Merry!!!Next Phase Financial     The Safe Money Guys!...

Services Offered
Annuities Long-Term Care
Life Retirement Plans