David C. Jozefiak, Cfp®, Aep® Smartvestor Pro Email & Phone Number

At Next Degree Financial, it's all about you! Whether it's uncertainties in the market, risk management, proper diversification, income strategies in retirement or mitigating taxes, we are here to guide you down your financial path and help you reach your goals. We value the relationships that are created here, and we look forward to earning your trust. We have created a very simple process: First, we would like to get to know you and take a look at what you currently have in place. From there we will develop a customized strategy addressing your goals and concerns. We’ll walk you through it and assuming everything makes sense, we’ll do all the leg work to implement the strategy for you. Going forward, you'll be able to rest assured that you have a plan set in place, and the confidence that you have an experienced Certified Financial Planner to draw on should any additional concerns arise. One of the biggest opportunities that you can take advantage of is time. Simply send us an email or give us a call to schedule your appointment.Securities and investment advisory services offered through Osaic Wealth, Inc. memberFINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketingnames, products or services referenced here are independent of Osaic Wealth.Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth, Inc. and is not sponsored or endorsed by Osaic Wealth, Inc. Representatives may not be registered to offer securities and advisory services in all states. Please visit our website for additional disclosures

Listed skills include Certified Financial Planner, Wealth Management, Financial Planning, Financial Advisory, and 46 others.