Wealth Management & Legacy Planning

Have you asked yourself lately, "Am I on the best path for the next phase of my financial journey?"

Maintaining a sound financial plan requires a focused effort and strategic decision making. As your financial planning evolves, complexities emerge, requiring you to take another look at where your financial life is headed. You may realize that the safest path for your continued journey may be different than the road you have traveled thus far.

Let the advisors of Next Phase Advisory Group help guide these strategic decisions and provide a greater confidence in your financial future.  Our personalized discovery process helps to crystalize your vision and allows us to truly understand your dreams and desires, as well as your interests and priorities.

Mike Polan and Kevin Olson are devoted to simplifying our client’s financial life; providing personalized service as well as integrated and comprehensive planning.  Our planning methods provide peace of mind and confidence for a more secure future.  Clients trust our process because we have helped others down similar paths towards financial independence.  Being a trusted guide allows our clients to live the life they envisioned, while feeling secure in doing so.

 

Next Phase Advisory Group team photo


Engage in the Planning Process

Financial planning is personal. Our discovery process will help to crystalize your vision for the future. We take time getting to know your dreams and desires; as well as your interests and priorities.

We build an integrated, comprehensive financial plan that is a custom fit for you & your family. Our clients trust our process because they know we have helped others navigate down similar paths.

Being a trusted guide allows us to be at the center of our clients’ financial lives.

Next Phase Advisory Group values:

     Understanding and crystalizing goals and priorities

     Creating an integrated, comprehensive financial plan

     Leveraging our expertise & experience

     Minimizing risks by using objective strategies

     Providing proactive portfolio management

     Buliding multi-generational relationships

     Serving and assisting our clients throughout every stage of life


A Note From Our Client:

 

My family and I have worked with Mike and his stellar team for over 15 years for our life insurance, investment, and financial/retirement planning needs.  They are extremely professional, knowledgeable, attentive, and responsive.  As a result of working with Mike and his group, we have obtained the right products for our needs, which have changed over the years, and thoughtful advice on investment strategies that has permitted us to sleep well at night despite the extreme market volatility.  Mike has never tried to "sell" us anything; he has always listened carefully to understand our circumstances and has carefully researched what would best meet our current and long-term needs.  He is a highly valued and trusted adviser to us with a great team behind him. "                                                                                                                                         --Steven R., Ph.D., ABPP                                                                               

READ MORE testimonials from our clients HERE.

Retire Confidently

 

Our Mission is to help our clients create a lifetime of financial security and establish a legacy of significance. We know that you have worked hard to accumulate your assets, and we work hard to develop a plan that is focused on growing and preserving your financial freedoms.

 
 
 

Leverage Our Education & Expertise

Your financial roadmap will be backed by our team leveraging education, expertise, and over 100 years of collective field experience. Your feeling of financial security is our highest initiative, and helping you understand the actions behind your plan is how that initiative is met. We encourage families to openly discuss their planning which allows knowledge to be passed down; empowering future generations

Some of our credentials, registrations and licenses include:

     CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter ®, & Chartered Financial Consultant® through The American College of Financial Services.

     Series 6, 7, 63 & 66 registered through the Financial Industry Regulatory Authority (FINRA).

     Life, Health, Annuity and Long Term Care licensed.

You can read our Weekly Market & Economic Commentary here. Or, click here to receive our News Brief monthly financial security information updates, Wealth & Planning quarterly publication, or Market Commentary real-time analysis of economic indicators and world events that impact the financial markets.

 


A Trusted Guide for Your Financial Journey Since 1990


 

 

 

Michael E Polan, CFP®, CLU®, ChFC®
Wealth Management Advisor


Next Phase Advisory Group

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck