In the final stage of your path to retirement, we focus on strategies designed for individuals and families who are roughly 5 years or less from retirement or are already in retirement. We are committed to making sure your hard work will be secure and provide the income you need.
As with the prior to stages, if you are starting with us at this point in your path to retirement it will be important to establish your list of concerns and priorities, which forms the basis of, and gives direction to, your plan of action.
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.