Our Services
The advisors at Next Financial Partners specialize in developing customized financial strategies for individuals, families and business owners. As your financial steward, we coordinate the advice and guidance you receive from your trusted advisors—financial, tax and legal professionals—in an effort to help you pursue your goals with confidence and bring clarity to even your most your complex financial challenges.
Financial Planning
Goal planning
Cash flow & income analysis
Retirement income planning
401(k) and pension plan review
Concentrated stock strategies
Stock option analysis
Education funding strategies
Investment Management
Portfolio diversification and asset allocation strategies
Tax-sensitive investments
Quarterly performance reports
Monthly statements and annual reviews
Online account access
Legacy Planning
Estate planning documents review
Wealth transfer strategies
Beneficiary review
Philanthropic planning
Charitable trust strategies
Private foundations
Trust management services
Business succession/exit planning
Wealth Vision℠
Online account aggregation & financial planning system
Balance sheet/Net worth statements
Financial goals/plans
Asset allocation strategy
Tax documents, trusts, wills and other private records
Document storage
Insurance policies and coverages