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Our Services

At Next Step Wealth Management, we want to help you take your next step. You are an individual, so your next step is different from anyone else’s. Whether you are looking to start saving, preparing for retirement, saving for your children’s education, paying off debt, retired and trying to determine an income plan, or any of a number of possible steps, we are here for you!


Investment Planning


Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Health Savings Accounts

Financial Planning

Estate Planning

Wills and Trusts

Savings Strategies

Education Savings and Planning

Retirement Planning

Wealth Building



401(k) Planning

403(b) Planning

Money Purchasing Plans

Profit Sharing Plans

Pension Maximization


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Financial Education

Divorce/Separation of Asset Guidance

Financial Subscription Program

Coordinating efforts with other professionals 

Tools We Use


CIR Statements

Next Step Wealth Management was founded in October 2017. After 21 years in the industry, we decided it was time to build a financial practice to help everyone. No minimums, no cookie cutter solutions, but rather a place where individuals are treated with respect regardless of where they are in their financial lives. Every person on our team is focused on what is best for our clients.

Analyze Your Risk

Analyze Your Risk

Take this short questionnaire to see what your risk tolerance is:

For more information about our firm and the services we offer, send us a quick email or call the office.
We would welcome the opportunity to speak with you. | (916) 432-5737