(815) 210-6179

Next Phase Financial
Next Phase Financial

(815) 210-6179

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Client Relationship Summary (pdf)

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Carla Merlak Advisor Disclosure (pdf)

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Retirement Ready Checklist (pdf)

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The Value of a Brookstone Advisor (pdf)

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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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