Secure Your Legacy, Enjoy Your Present

Expert Estate Planning and Investment Strategies for Retirees

A Vision of Legacy and Enjoyment

Imagine this: You’ve worked hard your entire life, built a comfortable nest egg, and now you’re enjoying your retirement. But there’s more to your financial journey. You want to ensure that your loved ones and the organizations you care about are well taken care of, even after you’re gone. Balancing this desire with your own enjoyment of your funds can be challenging. How do you maximize your legacy without sacrificing your current lifestyle?

That’s where we come in.

Helping You Leave a Legacy While Enjoying Life Today.

Welcome to Next Phase Money Management, where we specialize in helping retirees like you navigate the complexities of estate planning, tax mitigation, and safety-first investing. Whether you’re looking to secure your family’s future, support charitable causes, or simply ensure your financial well-being, we’re here to guide you every step of the way.

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Our Services

Estate Planning

Comprehensive estate planning services to ensure your wishes are honored and your legacy is preserved.

Tax Mitigation

Effective tax strategies to minimize your tax burden and maximize the wealth you pass on to your heirs.

Retirement Income Planning

Ensure a steady and reliable income throughout your retirement while planning for your legacy.

Safety-First Investing

Conservative investment strategies designed to protect your wealth while providing steady growth.

Charitable Giving

Guidance on charitable giving strategies to support the organizations you love in the most tax-efficient way.

Why Choose Us:

Personalized Approach

We understand that everyone’s legacy goals are unique. That’s why we offer personalized advice and strategies that fit your specific needs.

Transparent Fees

We believe in transparency. Our fee structure is straightforward with no hidden costs.

Expert Advisors

Our team of financial advisors have advanced designations, including CERTIFIED FINANCIAL PLANNER™, Investment Advisor Representative, Certified Estate Planner and act as Full-time Fiduciaryies. We have years of experience and a proven track record of helping clients achieve their financial goals.

Innovative Solutions

We stay ahead of the curve with innovative strategies and solutions that can help you achieve your legacy goals.

Peace of Mind

You only live once, retire once and die once. We do those several times a year through our clients. Let us take the stress out of estate planning and investing. Let us leverage that experience to create a clear, actionable plan that aligns with your goals.

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Client Success Stories:

Hear from our satisfied clients who have successfully achieved their financial goals with our help.

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★★★★★

I have known Jason for several years. He’s a true professional. Always looking out for his clients and business partners. You’ll enjoy doing business with him.

Irving LopezCompany Name

★★★★★

Jason is a true professional. He has great follow-up and really cares. Thank you, Jason!

Emma ThompsonCompany Name

Schedule Your Free Consultation

Ready to secure your legacy and enjoy your retirement? Contact us today to schedule a free consultation.

Phone: 520-333-4719
Email: contact@secureinvestmentmanagement.com