Jason Purvis, CFP® and founder of Next Phase Money, knows firsthand what it means to navigate the complexities of financial planning. His journey from humble beginnings to becoming a trusted financial advisor is a testament to his dedication, expertise, and passion for helping others achieve financial success. With a wealth of experience, industry-leading qualifications, and a track record of delivering results, Purvis has launched Next Phase Money to provide individuals and families with innovative financial strategies designed to meet today’s evolving challenges.
At the core of Next Phase Money is a simple, yet powerful philosophy: to help clients cut through the noise in their financial world and provide a clear path forward. This mission is driven by Purvis’s belief that financial planning should be both personal and forward-thinking. In an industry where outdated methods and overly complex jargon can leave people confused and overwhelmed, Purvis and his team are committed to delivering clarity, transparency, and results.
A Humble Beginning and a Bold Vision
Jason Purvis’s path to financial success was not without its challenges. Growing up below the poverty line, and watching his parents struggle to pay bills, he understands the importance of financial security and the hard work it takes to achieve it. Purvis’s career started with a vision—to help others avoid the financial pitfalls he had seen so many struggle with. After earning his designation as a Certified Financial Planner (CFP®), Purvis has distinguished himself through his ability to offer sound financial advice that resonated with clients across diverse backgrounds.
His passion for empowering individuals to take control of their financial destinies is what ultimately led to the founding of Next Phase Money. Purvis believes that everyone deserves a financial plan tailored to their unique goals and circumstances, and that’s exactly what his firm delivers.
Cutting Through the Noise
Financial planning can often feel like a barrage of conflicting advice, outdated strategies, and confusing products. At Next Phase Money, the goal is to cut through this noise, offering clients a straightforward, personalized approach. “Our mission is to provide clients with a clear path forward,” says Purvis, emphasizing that the focus is on creating strategies that are easy to understand and effective in meeting long-term financial goals.
One of the hallmarks of Next Phase Money is its commitment to real-time research and data-driven decision-making. By staying at the forefront of industry trends, Purvis ensures that his clients benefit from the most current and innovative solutions available. Whether it’s through tax reduction strategies, retirement planning, or legacy transfer services, Next Phase Money integrates advanced tools and models to help clients make informed decisions.
Innovative Tax Reduction Strategies
One area where Next Phase Money particularly shines is in its approach to taxes. In today’s financial landscape, maximizing tax efficiency can make a significant difference in a client’s financial future. Purvis has developed innovative tax reduction strategies powered by real-time research, using industry-leading models that adapt to the ever-changing financial environment.
These strategies are designed to help clients keep more of what they earn while remaining compliant with all applicable regulations. By focusing on smart, proactive planning, Purvis and his team help clients minimize their tax burdens, allowing them to save more for the future and create a more secure financial foundation.
Building Trust Through Transparency
At the heart of Next Phase Money is a commitment to transparency and client-centric service. Purvis’s guiding principles—integrity, transparency, and personalized attention—have shaped the firm’s culture and values from day one. Clients can expect honest, open communication every step of the way, ensuring that they are fully informed and confident in their financial decisions.
Next Phase Money’s holistic approach to financial management means that every aspect of a client’s financial life is considered. From retirement planning to estate and legacy transfer services, Purvis and his team work to ensure that clients’ needs are met, both now and in the future. By offering personalized solutions that address the unique circumstances of each client, the firm builds lasting relationships founded on trust and mutual respect.
A Track Record of Results
Purvis’s track record speaks for itself. With years of experience in the financial planning industry, Purvis has helped countless individuals and families achieve financial security and peace of mind. His approach is results-driven, focusing on long-term success rather than short-term gains. Whether it’s navigating complex retirement plans, reducing tax liabilities, or crafting legacy strategies, Purvis delivers results that make a tangible difference in his clients’ lives.
By leveraging his expertise and advanced qualifications which include being a Certified Estate Planner, CERTIFIED FINANCIAL PLANNER and an Investment Advisor Representative, Purvis offers clients the confidence that they are in capable hands. His proven success in the industry is a reflection of his dedication to helping others reach their financial goals.
Empowering Clients for the Next Phase of Their Lives
As the founder of Next Phase Money, Jason Purvis is dedicated to helping clients seize control of their financial futures. His innovative approach to financial planning, combined with a deep understanding of the challenges faced by everyday individuals, positions his firm as a leader in the industry. Purvis’s goal is to guide clients through the often overwhelming terrain of financial management, offering them the tools and strategies they need to succeed.
Next Phase Money is more than just a financial management firm—it’s a trusted partner for those looking to achieve long-term financial security. By cutting through the noise, offering innovative solutions, and providing a clear path forward, Purvis and his team are helping clients navigate their financial journeys with confidence and clarity.
To learn more about how Jason Purvis and Next Phase Money can help you take control of your financial future, visit www.nextphasemoney.com, follow them on Facebook, or connect with Jason Purvis on LinkedIn.
Published by: Martin De Juan
