Next Phase Financial Planning, LLC launches to help with early retirement planning
08/23/2022

David Edmisten, CFP® announces the launch of his firm Next Phase Financial Planning, which helps corporate employees who are considering an early retirement

Online PR News – 23-August-2022 – Prescott, AZ – David Edmisten, CFP® 16 year financial services veteran, is excited to announce the launch of his new financial planning firm, Next Phase Financial Planning. LLC. David explains:
“I created Next Phase Financial Planning so that I can use my expertise exclusively with the people to whom I can provide the most value. I help corporate managers and directors who are considering an early retirement answer these critical questions:

1. Have I saved enough to retire early and not run out of money?
2. Am I paying too much in taxes?
3. Are my investments set up correctly for retirement?
4. Have I made the correct plans for Social Security, my employer benefits and healthcare?

Early retirement decisions are especially complicated, as there may be additional factors such as early retirement payouts, employer stock and benefits decisions, pension income decisions, and healthcare planning prior to Medicare to consider. I aim to help my clients make the best decisions for their early retirement by educating and providing expert advice on retirement income, saving on taxes, investments and benefits planning.

David Edmisten is a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience advising clients to retire and enjoy the next phase of their life confidently. He’s had a successful career at his previous firms, where he has consistently recognized as a high achiever, leader and has been chosen to coach and develop his peers. His most recent position was with Charles Schwab and Co., Inc. as a Financial Consultant in the Alpharetta, GA branch. David’s previous experience includes roles at Bank of America/Merrill Lynch, E*Trade and Wells Fargo Advisors.

Next Phase Financial Planning, LLC is based in David’s new location in Prescott, AZ. Next Phase Financial Planning is available to serve clients across the nation through virtual meetings, or in person for clients located in the Prescott, AZ area. To find out more about how Next Phase Financial Planning can help with your early retirement planning, visit “http://www.nextphasefp.com”, email: “info@nextphasefp.com’ or call (928) 237-4450.