Early Stages Planning
In the early stages of the path to retirement we focus on strategies designed for individuals and families who are getting started and want a strong foundation to begin accumulating wealth.
The focus is on concerns and priorities that are more current in your life while keeping an eye on the long-term goal of retirement. The planning horizon for this stage generally runs through the time when reaching retirement becomes more of the focus.
CREATING A STRONG FOUNDATION
Investment products and services available
only to residents of: AZ, CT, DE, FL, IL, MD, NC, NH, NJ, NV, PA, SC, VA, WV
We are licensed to sell insurance products
in the following states: AZ, CO, CT, DE, FL, MA, MD, NJ, PA, SC, VA, WV
Securities and Investment Advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC and SEC Registered Investment Advisor. NEXT Financial Group, Inc. does not offer tax or legal advice. Financial Dogma is not an affiliate of NEXT Financial.