Next Degree Financial, LLC Information

At Next Degree Financial, we take complexity out of financial planning and make the concepts easy to understand. With that renewed confidence, we help our clients implement those strategies and improve their lives. Next Degree Financial is an independent, comprehensive, financial and insurance consulting firm. Although we have clients from many walks of life, affluent high net worth individuals and families have had the most to gain from our extensive detail to the many facets of financial planning and risk management. By being independent we can offer the most competitive programs the industry has to offer while working with you to reach your financial goals. While addressing insurance needs, we can actually shop the most competitive insurance companies and rates before helping you make the best selection. You'll find while working with us, that we will do everything we can to help make the planning process as seamless as possible. We educate our clients about the opportunities and potential rewards that are available when they take a proactive approach to their own personal financial situation. Most importantly, we find that our clients really see the value of working with an experienced certified financial planner professional when it comes to tailoring a comprehensive financial plan to their specific goals and dreams. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Representatives may not be registered to offer securities and advisory services in all states. Please visit our website for additional disclosures