Thank You For Signing Up For Your Complimentary Bucket Plan!

Here is what you get:
  • An in-depth analysis of your top concerns and priorities;
  • An individualized risk-tolerance analysis and assessment of current investments;
  • A personalized asset inventory (balance sheet) and income statement;
  • A report of potential tax savings; and
  • Your customized Bucket Plan that incorporates all information gathered into a workable investment plan. Clients will be updated each year. 
Someone from our team will be in touch shortly to schedule an initial call do discuss what the Bucket Plan can do for you!

To view Next Financial Group Inc’s Privacy Policy & other important information, please visit the customer section of nextfinancial.com

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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.