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David Edmisten, CFP®

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I am a CERTIFIED FINANCIAL PLANNER™, Founder and Lead Advisor at Next Phase Financial Planning, LLC. Visit https://www.nextphasefp.com to get your free guide on the Top 5 Retirement Mistakes (And How to Avoid Them). Next Phase Financial Planning specializes in helping corporate professionals in their 50's and early 60's create a tax-efficient retirement income and investment plan to secure their future. We help answer your important questions, such as: *Have I saved enough to retire early and not run out of money? *How do I save on taxes in retirement? *How should I invest in retirement? *​​How do I plan for Social Security, my employer benefits and healthcare? If you are a corporate employee in your 50's or early 60's thinking about retirement, follow my posts for helpful ideas and insights. Contact us for a complimentary call to get help planning for retirement. We are located in Prescott, AZ but work virtually with clients across the nation.

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