Next Phase Money Management, led by Jason Purvis CFP®, provides specialized retirement, tax, and estate planning services, leveraging modern day techniques, conservative investments and innovative strategies to help clients navigate their financial futures.
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Cutting Through Financial Noise: The Launch of Next Phase Money Management
Jason Purvis, CFP®, a trusted name in financial advisory services, has officially launched Next Phase Money Management. This new venture is designed to provide individuals and families with a clear path forward in their financial planning journey. Built on a foundation of deep industry knowledge and a personal commitment to his clients' success, Purvis aims to help clients optimize their financial outcomes by minimizing taxes, managing investment risks, and creating lasting legacies.
With over a decade of experience in the financial sector, Purvis’ reputation has been built on his ability to cut through the noise in an increasingly complex financial landscape. His firm focuses on delivering personalized, fee-based financial planning, investment management, and estate planning, all aimed at optimizing the American dream for those entering their retirement years.
A Financial Leader Rooted in Humble Beginnings
Jason Purvis’ journey into the financial industry is as inspiring as it is unique. Born to parents who faced significant adversity—his mother a first-generation immigrant, his father raised in & out of foster care—Jason had to work for everything he achieved. He became the first in his family to earn a college degree and to purchase a home. This background instilled a strong work ethic and a deep understanding of the value of financial security, making him uniquely equipped to empathize with his clients' needs.
Having been recognized among the top 5% of financial advisors by One America in 2015, Purvis brings a wealth of experience and credibility to Next Phase Money Management. His expertise, particularly in retirement planning, tax minimization, and legacy planning, has allowed him to build a client base that trusts him to preserve and grow their wealth while navigating the complexities of the U.S. investment markets and tax code.
"Coming from a background where nothing was handed to me, I understand the importance of each dollar my clients save and invest. My goal is to cut through the noise in their financial world and provide them with a clear path forward, especially as they approach retirement," says Purvis.
Innovative Tax Reduction Strategies for Today’s Financial Climate
A cornerstone of Next Phase Money Management’s service offerings is its innovative tax reduction strategies. Powered by real-time research and industry-leading financial models, these strategies enable clients to minimize their tax liabilities while maximizing the return on their investments. This dynamic approach, combined with Purvis' conservative investment philosophy, helps clients achieve consistent results that can outperform traditional retirement strategies by 20-30%.
Through personalized financial plans, clients are offered tailored solutions based on their unique needs, ensuring that they not only reach their financial goals but also leave behind a financial legacy for those who matter most to them. Next Phase Money Management’s services include investment management, retirement and estate planning, and managing tax-advantaged accounts such as 401(k)s, IRAs, and 403(b)s.
Experience and Leadership: The Pillars of Success
Purvis’ leadership in the financial world has been recognized not only by his clients but also by his peers. Before launching Next Phase Money Management, Purvis led a high-performing team for a Fortune 100 investment company in Southern California, a role in which he successfully guided his team to rank among the top two in the nation. This experience honed his leadership skills and allowed him to refine his understanding of what clients need in a financial advisor.
In addition to his financial advisory services, Purvis is a respected keynote speaker and a John Maxwell Team Leadership Speaker, which adds another layer of trust and competence to his profile. His ability to communicate complex financial strategies in an understandable way has made him a sought-after expert in the field.
A Conservative Approach to Wealth Growth and Protection
At the core of Next Phase Money Management is a conservative, client-focused approach to wealth growth and protection. Purvis focuses on growing his clients' assets while ensuring safe distribution throughout their retirement. This balanced strategy of risk mitigation and income planning ensures that clients can maintain their lifestyle during retirement, all while keeping their tax obligations as low as possible.
“Retirement is not just about accumulating wealth, but about distributing it in a way that secures your financial future. I’m proud to offer strategies that have been proven to outperform traditional models while safeguarding my clients' long-term financial stability,” adds Purvis.
Dedicated to Community and Client Success
Beyond his financial expertise, Jason Purvis is deeply committed to giving back to his community. He partners with youth mentorship programs, supports nonprofit organizations, advocates for pregnancy clinics, and sponsors educational initiatives in Africa. This dedication to service is another reason why clients trust him not only with their finances but also as a leader who is making a positive impact in the world.
As Purvis embarks on this next chapter with Next Phase Money Management, he remains committed to helping his clients cut through the financial noise, providing them with clarity and a secure path forward.
About Next Phase Money Management
Next Phase Money Management, founded by Jason Purvis, CFP®, is dedicated to providing fee-based financial planning, investment management, retirement planning, and estate planning services. With a focus on minimizing taxes and ensuring safe retirement income distribution, Next Phase Money Management serves clients nationwide, offering personalized financial strategies backed by cutting-edge technology and industry-leading research.
For more information, visit www.nextphasemoney.com.
Media Contact
Jason Purvis
Next Phase Money Management
Website: www.nextphasemoney.com
Speaker Website: www.jasonpurviskeynote.com
Facebook: https://www.facebook.com/JPAdvisor
LinkedIn: linkedin.com/in/jpwealthadvisor
Contact Info:
Name: Jason Purvis
Email: Send Email
Organization: Next Phase Money
Website: http://www.nextphasemoney.com
Release ID: 89141486
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