About Next Phase Financial
Next Phase Financial, based in Sacramento, California, is dedicated to empowering individuals to thrive through value-based financial planning. As a proud affiliate of Osaic Wealth, one of the nation's largest providers of wealth management solutions, we are committed to delivering transformative financial planning experiences that go beyond mere transactions.At Next Phase Financial, we believe in the power of personalized service and building lasting relationships with our clients. Our team of professionals is passionate about helping individuals plan for their future in a way that aligns with their unique goals and aspirations. We understand that financial planning can be complex and overwhelming, which is why we start by having a 10-15 minute conversation with you to identify the specific areas of finance where you need guidance.
Our approach is centered on providing easy-to-understand explanations and actionable direction to help you navigate your financial journey with confidence. We are not just focused on selling products or making quick transactions; instead, we prioritize creating long-term value for our clients. As part of Osaic Wealth's network of independent broker-dealers, we have access to a wide range of resources and expertise to support our commitment to delivering exceptional financial planning services.
Whether you are looking for retirement planning, investment strategies, estate planning, or any other aspect of financial management, Next Phase Financial is here to guide you every step of the way. Our mission is to empower you to take control of your financial future and transition into the next phase of your life with clarity and peace of mind.
Contact us today to schedule a consultation and experience the difference that personalized, value-based financial planning can make in your life.
