Your Best Life Realized

Let us partner with you in your most important financial, investment, and insurance decisions to guide you with clarity & confidence towards pursuing what matters most in your life.

  • Individualized Personal Financial Planning

  • Coordination of Financial Resources

  • Intentional Wealth Management

 

Facing significant financial decisions through important life transitions?

New careers, marriage, kids, home purchases, education, retirement - life is a cycle of anticipated transitions as well as unexpected ones (divorce, loss of loved ones, health challenges, etc.). Most of these are accompanied by important financial decisions. Too often confusion, lack of clarity, and even lack of vision keep us from realizing our best possible outcomes.

Would you benefit from a planning partner who has helped others navigate similar challenges and is committed to your success?

 

With Phase Four, We Are Your:
Financial Partners Problem Solvers Proactive Guides

  • Financial Partners

    We take intentional steps to understand your financial picture and envisioned future during thorough calls and meetings, and we provide strategic planning to guide through each financial phase of your life.

  • Problem-Solvers

    Life has many challenges to navigate, so we proactively study solutions that allow us to be your thinking partner as we collectively strategize around the financial impact of risks you may or may not be thinking about.

  • Proactive Guides

    We help you organize and make the most of your resources, use various planning tools, checklists, and industry leading software to create proactive action steps that free you up to focus on pursuing what matters most in your life.

Let Us Guide You On Your Next Financial Steps

  • Schedule 20-Min. Call

    Let’s have a convenient call (or Zoom) to help us begin to understand your financial needs and what you’re hoping to accomplish to see if we’re a good fit.

  • Deeper Dive

    We will then work together to get a clear view of your envisioned future, important life transitions, and your current and future resources to support that vision.

  • Designing Your Plan

    Using the Phase Four Blueprint Process™, we design an action plan, integrating your goals with your planning, investments, & insurance, helping you move forward.

Schedule 20-Min Call
 

What are the Financial Strategies we use to help you achieve your most important goals?

 
 

    • Comprehensive Financial Planning

    • Retirement Planning & Transition Coaching

    • Education Funding (Children & Grandchildren)

    • Social Security & Pension Optimization

    • Client-Focused Education Events

    • Retirement Income Scenario Planning

    Learn More

    • Wealth Management / Investment Advisory

    • Retirement Account Management - Accumulation and Distribution

    • Education Funding - 529 Plans, ESA’s

    • Investment Accounts for Real Estate purchases and other Long-Term goals

    Learn More

    • Life Insurance Review

    • Disability Insurance Analysis

    • Traditional & Asset-Based Long-Term Care Funding

    • Legacy and Charitable Gifting Strategies

    Learn More

Some of our most important affiliations to help us serve you

 
 
 
 
 
 
 

We’re here for you. Let’s move forward together.

Don’t let the challenges and complexities of your important financial decisions hold you back from realizing your best life possible.