Next Phase Advisors - Cullman, Alabama

Marvin J.

For several years, I hesitated to retire due to concerns about the volatility of the stock market and how it might impact the long-term financial security of both my wife and me. However, after meeting with Jeremiah and reviewing our financial situation, he developed a comprehensive and detailed financial plan tailored to our needs. He carefully walked us through each aspect of the plan, providing us with a high level of confidence that we could achieve our retirement goals with a great degree of certainty.

Over the past two years, Jeremiah has also offered invaluable tax strategies and personalized advice for my wife’s business, helping us significantly reduce our tax burden.

Jeremiah, Jessica, and the entire team at Next Phase Advisors are consistently responsive and attentive to our needs. Their professionalism and dedication make them a pleasure to work with. I highly recommend Next Phase Advisors to anyone seeking thoughtful, realistic guidance as they approach retirement.

Susan W.

Jeremiah Nolan taught a retirement planning and social security class that my husband and I attended. We were impressed! He is very knowledgable regarding financial planning, and provided the support and guidance that we needed. He has a very kind demeanor and shows genuine concern for his clients. His staff is supportive as well. I would highly recommend Next Phase!

Gloria J.

Jeremiah is a great financial advisor. He took the time to study my investments and developed a plan for my retirement funds. He takes a great deal of time to explain what the plan is and how it will work for my best interest. Jeremiah is always available to answer any questions. He also has a great team working with him too.

Steve W.

Are you going to retire one day? Of course you are! But, are you going to PLAN to retire one day? Jeremiah Nolan at Next Phase Advisors can help with that. I am PLANNING to retire and with the team at Next Phase Advisors my retirement date is sooner rather than later. If you want to work yourself to death, don’t go see them. But, if you want a retirement life of leisure, go talk to them. Your spouse will thank you.

Ty T.

Our advisor, Jeremiah is amazing. He took the time to listen and assess our financial situation and develop a plan that was understandable and realistic. Jeremiah took the time to explain the plan to both me and my wife; he explained the plan to my wife’s satisfaction until she was comfortable. Although I consider myself financially savvy, his assessment of my financial requirements were better than my own. Particularly, since I was planning to retire, he prepared alternative strategies depending on when I retired and if I went back to work. The financial advice we needed as retirees is different from the financial advice you need when you have an income; I am glad Jeremiah is versed in the complexities of retirement finance. I strongly recommend Jeremiah as a financial adviser!

Kelly B.

Both advisors generously volunteered their time to answer questions about Social Security Income (SSI), even though we already had established financial advisors. I highly recommend starting your financial planning in early adulthood to ensure a comfortable retirement in your 20s to 30s. Aging and death are as natural as birth, so don't wait until your fifties to start thinking about these matters as if they’re a surprise.

Ann A.

We were treated like family. Jeremiah answered all of our questions and took time to show us several different ways we could handle our retirement. Then, he let us make what we felt was the best decision for us.
He gave helpful input in every decision we made.
I would definitely recommend Jeremiah and Next Phase Advisors.

James M.

We have worked with Jeremiah for the past couple years. He has been able to help us develop a clear picture of a successful retirement.