Learn how to eliminate your debt while increasing your savings.
Have a plan to pay for all of life’s events, planned or unplanned, without changing your lifestyle or going broke.
Hate taxes? So do we. Learn to minimise your tax liability for retirement
At Next Step Financial, we know everyone has concerns about their financial future and success takes many forms. We understand that every situation is unique and realize that there is no universal answer. We build long term relationships with our customers to understand their individual circumstances and create a personalized strategy to help them attain their financial goals.
We will continue to expand our products and services to include solutions that will benefit people in their current situation and help them take the Next Step on their journey to financial security.
I would like to recommend the products and services of Next Step Financial. Edward Rhodes has been able to show me a variety of financial products and strategies to fit my personal goals for growth to enable me to retire. Edward was able to have me transfer my spouse’s IRA from a Credit Union to a product that has doubled in value. Edward helps you realize your financial goals.
I wanted to get some type of life insurance but knew my chances were slim to none based on my being a cancer survivor plus having other pre-existing medical conditions. Next Step Financial was able to find me a Final Expense policy which suits my needs. Edward Rhodes is the agent who wrote the policy and I find him to be courteous, proficient, knowledgeable and obviously hardworking to find a policy for which I could qualify.