David Edmisten

CFP®

Next Phase Financial Planning

Founder and Lead Advisor

Contact Me

David Edmisten

CFP®

Next Phase Financial Planning

Founder and Lead Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Edmisten, CFP®

Contact Me

928-237-4450

Website

Fee-Only financial planner located in Prescott, AZ, serving clients locally and across the country

Meet David Edmisten

If you are a corporate employee in your 50's or early 60's, and are retiring early or recently retired, visit www.nextphasefp.com to learn more and schedule an introductory call with us!

Our No Pressure Process will help you answer these critical questions:

  • Have I saved enough to retire early and not run out of money?
  • Am I paying too much in taxes?
  • Are my investments set up correctly for retirement?
  • ​​Have I made the correct plans for Social Security, my employer benefits and healthcare?

We provide financial planning and investment management to help our clients enjoy retirement confidently.

We are located in Prescott, AZ and meet with our clients across the nation virtually. 

I am a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience advising clients to retire and enjoy the next phase of their life confidently.

 

 

 

 

David Edmisten is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact David Edmisten

928-237-4450

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Office Locations:

  • 3623 Crossings Drive
    Suite 232
    Prescott, AZ 86305

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