Transforming Your Financial Journey
Plan for tomorrow today!
Our commitment to you
Guiding You Confidently Into Life's Next Financial Chapter
At Next Phase Financial, we believe every financial decision should move you closer to the life you envision. Whether you're approaching retirement, navigating a life transition, or simply ready to take control of your financial future, we're here to guide you every step of the way.
Your Future. Our Focus.
As an investment advisor representative, we provide transparent, personalized financial advice tailored to your goals, values, and life stage. Our mission is to help you make informed decisions so you can live with confidence—today and in the years to come.
Your initial complimentary appointment will be focused on what
is important to YOU.
- Retirement Planning
Transition smoothly and securely into retirement with a strategy built around your lifestyle and long-term vision. - Investment Management
Grow and preserve your wealth with a diversified, goal-driven investment approach rooted in discipline and research. - Financial Planning
Navigate life's complexities with a holistic plan that aligns with your priorities—from taxes to estate planning and everything in between. - Wealth Transitions
From career changes to inheritances, we help you adapt your plan as life evolves.
Why Next Phase Financial?
- ✅ Fiduciary Commitment – Your best interest always comes first
- ✅ Independent Advice – No hidden agendas, no proprietary products
- ✅ Relationship-Centered – We take time to understand you and your story
- ✅ Transparent Fees – Clear, upfront, and aligned with your success
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Get Started Today
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Next Phase Financial, llc
8411 Pyott Road, Lake in the Hills, Illinois 60156, United States
Hours
Open today | 10:00 am – 04:00 pm |
Copyright © 2025 Next Phase Financial - All Rights Reserved.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Next Phase Financial LLC/Carla Merlak are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only. It is not a solicitation or recommendation of any investment strategy or intended to provide tax or legal advice. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Registered Investment Advisors and Investment Advisor Representative act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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