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Services

Our services offer is unique because of our focus on retirement financial planning or life transition solutions.  Professional help you can have confidence in.

We are…

  • Fee-Based
  • Flexible in our client/advisor relationships
  • Separate our fees based on analysis and implementation

…thus allowing you to choose how you’d like to work with your financial advisor.

Our typical clients face questions or concerns and realize that they can’t have all things financial with their limited time and expertise. They understand that they may not have the will; the skill or the time to complete and maintain their "financial house”.

  • Do you have a specific concern?
  • Would you like a financial review?
  • Do you want to be organized and prepared for your future?

 

Specific Services [+]

Interested in guidance for a specific financial issue? 

This may be the only way you’ve ever worked with an advisor and you’re comfortable with this process due to past experiences.

Typical issues may include;

  • 401(k) rollovers,
  • IRA transfers or
  • How much life insurance should I get?

The scope of this engagement is defined by you, allowing you to receive the advice you want on only the subject at hand.

Financial Planning Services [+]

Interested in guidance knowing where you stand financially in relationship to your current goals?

Let our experience and professional knowledge help you gain the understanding you want and make the most of your finances.

Typical goals may include;

  • Do I / we have enough to retire?
  • How long will my investments last in retirement?
  • What age is best to begin my social security payments?
  • What should I do with my inheritance or divorce settlement?
  • How much will it take to put our children or grandchildren through college?

According to the Certified Financial Planner Board of Standards, “Financial Planning” is simply the process of meeting your life goals through the proper management of your finances. Financial Planning integrates the process with the Financial Planning subject areas.

This planning can be done on a one time or as needed basis. Our written recommendations are based on the level of details provided. The implementation of the recommendations does not have to be completed by us but is highly encouraged for simplicity, professional experience and follow through. Our experience has its benefits.

Wealth Management Services [+]

Interested in guidance and understanding how your “financial life” fits together in relationship to your goals now and in the future?

This is a highly structured, check-list driven system of delivering comprehensive financial services including your liabilities by organizing, integrating and coordinating your finances. This is designed to help ensure that every ideal client’s “financial house” is in order and remains that way.

Through our experience, technology and professional knowledge we can help put your financial house together, keep it maintained with the least amount of effort, help you protect and grow all that is important while allowing you to focus on the essential things in your life.

Through our comprehensive financial planning we integrate the five major subject areas of your finances including:

  • Financial Planning
  • Insurance/Risk Management
  • Investment/Asset Management
  • Taxes
  • Legal issues

The coordination of all these can be a daunting task. We can help by giving you reassurance as well as more time.

The preparation of your Personal Financial Organization Kit in hardcopy as well as a personalized and highly encrypted website storing the important data you want allows you to integrate all aspects of your finances.

Proactively monitoring your progress through collaboration of other subject matter experts and regular updates of your information can keep you on track and potentially increase the chance of you meeting your expectations and goals.

Estate Planning [+]

Comprehensive financial planning encompasses your goals while you’re alive as well as your wishes once life ends.

So what is your estate?

Simply put, your estate includes all of the property you own, or any part of property that you have a stake in.

How will Estate Planning benefit you?

  • Protects you financially, by designating a trusted family member, friend or professional to act on your behalf as your financial agent if you are ever disabled or incapacitated.
  • Protects your health, by designating a trusted person to act and enable because of a coma or other extreme physical condition to make medical decisions for you.
  • Saves you money by avoiding the need for expensive court proceedings to appoint a guardian or conservator to care for you or handle your finances.
  • Gives you reassurance knowing that those who will act on your behalf are trusted persons you have chosen instead of being chosen by a probate judge.

With advanced planning you can safeguard your assets by owning them through legal entities that offer protection from unexpected lawsuits and catastrophic financial setbacks providing a higher degree of confidence about an uncertain and unknowable future.

The preparation of your Personal Financial Organization Kit in hardcopy as well as a personalized and highly encrypted website storing the important data you want allows you to integrate all aspects of your finances.

Proactively monitoring your progress through collaboration of other subject matter experts and regular updates of your information can keep you on track and potentially increase the chance of you meeting your expectations and goals.

Employee Benefits / Business Services [+]

Is your goal to save as much as possible from taxes and to protect as much as possible for your retirement?

Is attracting and maintaining good employees with employee benefits a concern?

Because of these two very real and important small business concerns, we are dedicated to providing the necessary advice to help business owners get the most out of their benefits for retirement.

We can help by reviewing effective retirement plan design, plan costs and funding options for the following types of plans:

  • 401(k) plans
  • Safe Harbor 401(k) plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • SIMPLE’s & SEP’s
  • Health Insurance Benefits

Next Level Advisors does not provide tax or legal advice. Please consult a qualified professional for assistance with any tax or legal issues such as wills and trusts. The information related to estate planning is general in nature and does not constitute tax or legal advice or a solicitation for any such service.

Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC.  
Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor.  
​Next Level Advisors, Inc. is independent of QCC and QAM.

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