Next Phase Financial

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We specialize in helping retirees and those transitioning into retirement understand Social Security strategies, reduce tax burdens and strategies to potentially increase income in retirement Its our mission to make sure you enjoy your hardearned retirement using strategies that fit your specific needs Any successful plan for retirement needs a strong foundation That foundation starts with coordinating your retirement benefits Social Security, 401k, IRA, brokerage, Medicare, Health Insurance, Life Insurance and LongTermCare Let's work together to give you the peace of mind you deserve in retirement!