Are you approaching retirement?
and you find yourself wondering…
Your guide on your Next Adventure:
We help folks age 45+ reduce their taxes, make smarter decisions with their investments,
and confidently tackle their Next Adventure.
What you get:
✅ Expert Tax and Retirement Guidance
✅ Transparent Fees
✅ 100% Fiduciary
❌ We’re not just investment managers
❌ We don’t hide our fees
❌ We don’t sell products or earn commissions. We only work for YOU.
Next Adventure Financial not only works with families locally in the Lafayette, IN area but we also provide our services remotely to folks across the country, regardless of location.
You just need an internet connection to work with us!
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