Comprehensive Financial Solutions for Your Next Phase
We help you navigate retirement, Social Security, and estate planning with confidence.
Estate Planning
Our comprehensive estate planning services help you create a roadmap for your assets and ensure your loved ones are taken care of. We work with you to develop wills, trusts, power of attorney documents, and more.
Will and trust preparation guidance
Beneficiary designation review
Power of attorney documentation
Healthcare directive planning
Legacy and succession planning
Social Security
Understanding when and how to claim Social Security can significantly impact your retirement income. We analyze your situation to help you make the optimal decision for your circumstances.
Benefit calculation and analysis
Optimal claiming strategy
Spousal benefit coordination
Survivor benefit planning
Working while collecting benefits
Retirement Planning
Whether you're decades from retirement or approaching it soon, we help you create a comprehensive plan that addresses income, expenses, healthcare, and lifestyle goals.
Retirement income projections
Expense and budget planning
Tax-efficient withdrawal strategies
Risk assessment and management
Lifestyle and goal alignment
Medicare
Medicare can be confusing with its many parts and options. We help you understand your choices and find coverage that fits your healthcare needs and budget.
Medicare Parts A, B, C, and D explanation
Medigap policy comparison
Medicare Advantage plan analysis
Prescription drug coverage review
Enrollment timing guidance
Investment Management
Our investment management services focus on building and maintaining a diversified portfolio aligned with your risk tolerance, timeline, and financial goals.
Portfolio analysis and optimization
Risk tolerance assessment
Asset allocation strategies
Regular portfolio rebalancing
Performance monitoring and reporting
Meet the Experts Behind Next Phase Consulting
Get to know our trusted team of professionals who are here to guide, support, and empower you in your financial journey.
Experienced professionals
Passionate about financial empowerment
Committed to your financial success
Shantel Haines
Financial Professional & Owner
Michelle Albea
Client Relations
Contact us today to get a free consultation!
Send us a message to get answers to any of your questions & we’ll get back to you within 24-48 hours or as soon as possible.
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