Early Stages Planning



In the early stages of the path to retirement we focus on strategies designed for individuals and families who are getting started and want a strong foundation to begin accumulating wealth.  

The focus is on concerns and priorities that are more current in your life while keeping an eye on the long-term goal of retirement.  The planning horizon for this stage generally runs through the time when reaching retirement becomes more of the focus.


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Investment products and services available
only to residents of: AZ, CT, DE, FL, IL, MD, NC, NH, NJ, NV,  PA, SC, VA, WV

We are licensed to sell insurance products
in the following states: AZ, CO, CT, DE, FL, MA, MD, NJ, PA, SC, VA, WV

Securities and Investment Advisory services offered through NEXT Financial Group, Inc.  Member FINRA/SIPC and SEC Registered Investment Advisor.  NEXT Financial Group, Inc. does not offer tax or legal advice.  Financial Dogma is not an affiliate of NEXT Financial.