INVESTMENT
MANAGEMENT

Why Investment Management Matters

Investing your money wisely is crucial for securing your financial future. A sound investment plan should take into account factors such as how your money grows, what you pay for that growth, and your comfort level with volatility. Without a well-designed investment plan, you risk putting your financial future in jeopardy.

At Next Play Financial, we believe that investment management requires the expertise of a fee-only, unbiased financial professional who can create a customized investment portfolio that aligns with your goals, needs, and risk tolerance.

How Next Play Financial Can Help

We believe that investing is about time in the market, not timing the market, and we’re committed to helping you achieve your long-term financial goals. Our Investment Management approach involves creating diversified portfolios that balance risk and reward.

Our investment planning services include:

• Understanding your financial goals: We’ll work with you to identify your financial priorities and develop a comprehensive financial plan to guide our investment management.
• Analyzing your current portfolio: We’ll take a snapshot of your current investments and savings to identify opportunities for improvement, such as selecting a new asset allocation target,  rebalancing across asset classes, and/or cutting losses in a sinking investment.
• Proposing an investment strategy: Based on your financial goals and risk tolerance, we’ll recommend a personalized investment strategy that aims to help you achieve your objectives.
• Implementing the plan: Our investment process is dynamic and adapts to your changing circumstances. We’ll guide you through any necessary transitions as your life evolves.
• Monitoring your investments: We’ll regularly review your investments, plans, and strategies to ensure they remain aligned with your goals.
• Consulting, advising, and counseling: Our partnership with you is ongoing, and we’ll keep you informed about potential risks and opportunities for your investments.

COMPREHENSIVE
FINANCIAL PLANNING

Why Financial Planning Is Important

Achieving your financial goals, whether it’s owning your own home, funding your children’s education, or enjoying a stress-free retirement, requires a comprehensive financial plan. A well-designed and effective financial plan goes beyond saving, budgeting, and investing. It also includes other important elements of your financial picture, such as insurance planning, tax planning, retirement planning, estate planning, and more.

At our firm, we understand the importance of financial planning and its role in meeting your short, intermediate, and long-term financial aspirations. Our process begins with a consultative discovery meeting to learn more about you and your goals. This is an opportunity for you to learn more about what we do and will help you determine if we’re a good fit for your needs.

How We Can Help You Achieve Your Goals

Once we understand who you are, we’ll create a personalized financial plan through our strategy-building process. Our iterative approach allows us to build a set of plans for the short, intermediate, and long-term that fulfill your overall financial strategy. Our financial professionals will be with you every step of the way, from making the right investment decisions, choosing the right insurance plan, saving to reach your retirement goals, to creating an estate plan that preserves your legacy.

We also provide comprehensive financial planning services, including retirement planning, social security analysis, risk management, college savings, cash flow management, debt management, work benefits, tax planning, and estate and incapacity planning. Our services are designed to address all areas of concern and help you achieve your financial goals and objectives.

Our goal is to help you achieve your financial aspirations by providing you with a detailed financial plan and recommendations. We will also offer ongoing support to help you stay on track to meet your objectives.

PROJECT-BASED
FINANCIAL ADVICE

Do You Offer Hourly Planning Services?

We provide customized financial advice for clients who require assistance with specific financial matters that do not align with our pre-existing service packages, or for returning clients who need a periodic review or consultation on a particular topic. This service, known as project-based financial advice, is available on an hourly basis or a flat fee based on our hourly rate.