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
- Estate Planning
- Wills and Trusts
- Savings Strategies
- Education Savings and Planning
- Retirement Planning
- Wealth Building
- Philanthropy
- Insurance Planning: life, health. Long term care, disability
- Budgeting
- Coordinating efforts with other professions in your financial life like attorneys and CPAs
Tools We Use
- Riskalyze
- 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 were treated with respect regardless of where they were in their financial lives. Every person on our team is focused on what is best for our clients.