The NEXT piece — to your peace of mind

What's your Next?

Your financial outlook is constantly evolving, whether it's by windfalls — a new job, a raise, a new home; or by crisis — divorce, bankruptcy, death; or common milestones — marriage, parenthood, retirement. With life's many twists and turns, do you know your Next?

And are you ready for it?

Do you have a plan for your Next? How about the unexpected? Do you know how to move to your Next, achieve your Next, or understand the benefits of your Next? We'll focus on your financial well-being, evolving goals, and lifestyle to prepare you for what's Next — before it even arises.

Team Highlight

James K. Eichelberger CFP®, AIF® Partner

James K. Eichelberger, listed as one of the 250 top U.S. advisers in Worth magazine in 2001, 2002 and 2004, was born and raised in Washington, D.C., and is a 1983 graduate…

 

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Financial Insight

8 Retirement Miscues

We're all human, and we all make mistakes. Yet some errors are worse than others, and it's important to try to avoid the kinds of miscues that could derail your retirement...

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Featured Services

Wealth Management

When you bring StratWealthTM on the path to your Next, we treat your wealth management as an individualized and holistic process. We’ll work with you to secure your financial future and help you achieve your Next by managing your personal, financial, business and family goals...

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INTRODUCING YOUR NexitPlanSM

As you navigate the path from ‘Cradle to Happiness’ there are many phases brought on by windfalls (a new job, raise, inheritance, marriage, home/business divestment); or by crisis (divorce, litigation, death). Or, simply by life milestones (marriage, parenthood, relocation, retirement)...

Knowledge Channel

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