Next Phase Advisors

"Our advisor, Jeremiah is amazing. He took the time to listen and assess our financial situation and develop a plan that was understandable and realistic. Jeremiah took the time to explain the plan to both me and my wife; he explained the plan to my wife’s satisfaction until she was comfortable. Although I consider myself financially savvy, his assessment of my financial requirements were better than my own. Particularly, since I was planning to retire, he prepared alternative strategies depending on when I retired and if I went back to work. The financial advice we needed as retirees is different from the financial advice you need when you have an income; I am glad Jeremiah is versed in the complexities of retirement finance. I strongly recommend Jeremiah as a financial adviser!"

"Very informative as to how to get the best benefits from social security, pension plan, and 401k. We were looking for someone local to help in these areas and Jeremiah was very knowledgeable and was able to assist us in those areas mentioned above. We would definitely recommend him !"

"Next Phase Advisors develop a financial plan specifically for your individual needs. They take the time to answer all your questions and explain each phase of your plan. They treat you like family not just a client."

"We were treated like family. Jeremiah answered all of our questions and took time to show us several different ways we could handle our retirement. Then, he let us make what we felt was the best decision for us. He gave helpful input in every decision we made. I would definitely recommend Jeremiah and Next Phase Advisors."

"Caring and honesty are the 2 most important qualities when I make a decision to partner with any business, and Jeremiah and Jessica Nolen exemplify that completely! I would recommend Next Phase Advisors to anyone who is looking for financial planning help. They are the absolute best! Jeff Swarr"