Broker Check

235 E Tabernacle Street St George, UT 84770

(435) 656-1060
dpatrick@nextfinancial.com

Don't Buy the Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Learn More

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Learn More

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Learn More
Retirement

Retirement

We create strategies that are tailored to your needs and goals.

Learn more
Investment

Investment

Years of experience have prepared us to guide you through your life transitions.

Learn more
Estate

Estate

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more
Insurance

Insurance

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more
<br /><br /><strong>Retirement Matters</strong>



Retirement Matters

Investment Strategies for Retirement.

<br /><br /><strong>5 Smart Investing Strategies</strong>



5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.
Thank you! Oops!