Trusted Guides For Your Financial Journey
Together Providing over 75 years of Financial Planning Guidance
Next Phase Advisory Group works as your trusted guides, clarifying your goals and helping you navigate life’s transitions. As Financial planners for high-net-worth professionals and business owners, we provide big-picture thinking that goes well beyond the investment portfolio.
Our holistic approach aligns your life plan with your financial plan, putting together the most strategic balance of retirement planning, insurance solutions, intergenerational planning, wealth management and more. We only have one goal in mind—your best life. We not only help you define what that is, but also plot a decisive course to get you there. To achieve that, we build a close relationship with every client.
As a Private Client Group firm within Northwestern Mutual, we have access to all the resources befitting high-wealth clients. When working with our team, your journey only gets better. Imagine a life plan without financial worries. That is our goal, living your best life.
We're top ranked by Forbes
Kevin Olson has been recognized as a Best-In-State Wealth Advisor by Forbes. Both Kevin Olson and Mike Polan were also recently recognized as Forbes Best-in-State Top Financial Security Professionals. We are proud to have their leadership and accomplishments recognized.
Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021.
Forbes "Best-in-State Wealth Advisors" list (April 2022), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021.