Next Phase Advisory Group works as your trusted advisors, clarifying your goals and helping you navigate life’s transitions with one thing in mind -- living your best life. As Financial Planners for high net-worth professionals and business owners, we provide concise, knowledgeable direction that goes well beyond the investment portfolio. Our multi-phase approach aligns your life plan with your financial plan. Our advisors have received an array of awards and accolades including FORBES 2022 Best in State Top Wealth Advisor for Kevin Olson and Northwestern Mutual's FORUM for Mike Polan. Together we'll develop the most strategic balance of retirement planning, insurance solutions, intergenerational planning, wealth management and more. Because we are a Private Client Group firm within Northwestern Mutual, we have access to all the resources befitting high-wealth clients. We're here to help you plan for all of life's phases: today, tomorrow, and the road ahead.