What We Deliver

You have goals and dreams. We have skills, tools, and resources for helping you reach them. And we don’t believe in making things more complicated than they need to be, so we offer you a fee-only client experience that’s customized to your needs. At various times, you and your family may require some or all of the comprehensive solutions we provide to you.

Financial Freedom Roadmap

Wealth Accumulation Strategies

Banking Services & Solutions

Risk
Analysis

Impact &
Contribution

Financial Freedom Roadmap

To develop your plan for financial freedom, we work together on financial diagnostic, cash flow, and risk analysis.

  • Conduct a deep financial diagnostic
  • Offer financial and retirement planning
  • Create your preferred cash flow plan
  • Perform a strategic risk analysis

Wealth Accumulation Strategies

We help build and manage the assets you need to save for a comfortable retirement and achieve your desired lifestyle.

  • Prepare for the retirement you envision
  • Allocate assets in alignment with your goals
  • Unlock the potential of global asset management
  • Offer employee retirement solutions
  • Provide fiduciary services to not-for-profits

Banking Services & Solutions

We guide you in making the right decisions about private banking, credit, lending, and refinancing.

  • Facilitate private banking solutions
  • Acquire securities-backed credit lines
  • Advise on residential mortgages
  • Provide lending and refinance opportunities

Risk Analysis

Next Level structures a risk management plan to help safeguard your assets, cover insurance needs, and protect your family's future.

  • Prepare for your current and future needs
  • Obtain insurance to protect what’s most important
  • Safeguard your assets and your legacy
  • Transfer wealth through trust solutions

Impact & Contribution

You can extend your values and vision far into the future with a strategic plan for your philanthropy.

  • Create your donor-advised funds
  • Advise on charitable gift annuities
  • Set up your endowments and foundations
  • Offer you strategic giving advice