(815) 210-6179

Next Phase Financial
Next Phase Financial

(815) 210-6179

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Educate yourself

  • Retirement Ready Checklist
  • Brookstone Client Relationship Summary
  • The Value of a Brookstone Advisor
  • Carla Merlak ADV Pt 2B (advisor disclosure)

Files coming soon.

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Next Phase Financial LLC 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. 


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