wiseradvisor

Next Third Retirement Coaching

Tel: 920-733-4453
400 N Richmond St Suite F
Appleton, WI 54911
Next Third Retirement Coaching | Financial Advisor in Appleton ,WI

About Next Third Retirement Coaching

Over the years we have seen people struggle with preparing a solid retirement plan. This struggle may be due to the complexity of the planning process, a lack of confidence, or feeling overwhelmed.

At Next Third Retirement Coaching our mission is to be your coach and partner; respectfully challenging you and advocating for you as you clarify and articulate your individual and family goals for the next third of your life. We will help you determine the best use of income and assets to pursue your goals and expectations, helping to build confidence in your transition plan. We bring over 40 years of professional experience, communication skills, and technology tools, as well as collaboration with other dedicated professionals.

Talk to an Advisor and GET ANSWERS   
      


General Information

Firm Start Year:   2022
No.of Employees:   2-4
Name of Broker/Dealer:   LPL Financial
States Licensed in:   All States
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Portfolio Management, Wealth Management, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, Education Funding and Planning, Risk Management, Financial Planning, Retirement Planning, Money Management

Services

Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Via Phone, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Property, Casualty, Accident, Annuity, Health, Life, Long Term Care, Variable Life, Variable Annuity

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Hourly, Flat Fee, Commissions

Financial Services

Retirement Planning

Retirement planning is a primary component of a holistic financial plan for the next third (i.e. post-retirement) of your life. This includes non-financial goals, travel, more family time, etc. The primary benefit of a solid retirement plan is confidence, knowing that you are ready for what's next.

Estate Planning & Trusts

Estate planning or legacy planning is the conscious process of deciding if or how you will impact others and be remembered after your life is completed. Legacy planning includes estate planning, which is focused on planning how your assets and wealth will be used to achieve your legacy goals.

Tax Advice and Services

A subset of financial planning is the development of tax strategies to minimize your overall taxes. For example, there may be optimal times to make withdrawals from certain types of tax deferred accounts - strategic management allows for optimal tax benefits.



Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

Fox Valley
brokercheck