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David Edmisten, CFP®

Retire on Your Terms - Save on Taxes - Invest for Success

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Next Phase Financial Planning David Edmisten, CFP®
Prescott, Arizona

Serving Clients Nationwide

Retire on Your Terms - Save on Taxes - Invest for Success

Areas of Focus

  • Employee Benefits
  • Financial Life Planning
  • Living in Retirement
  • Social Security
  • Taxes

About Me

Hi, I'm David Edmisten. I am a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience advising clients to retire and enjoy the next phase of their life confidently.

I help corporate employees who want to retire early. I help my clients make informed decisions for their early retirement by educating and providing expert advice on retirement income, saving on taxes, investments and benefits planning.

I can help you answer the following questions:

• How to know for sure that you’ve saved enough to retire early without running out of money

• How to create a retirement paycheck to cover all your expenses before you retire

• How to choose the best options for medical and healthcare expenses before Medicare

• Legal and effective ways to reduce taxes in retirement so you keep more of your hard-earned savings

• A proven way to structure your investments so that stock market downturns don’t derail your retirement lifestyle

• The steps you need to take now to protect your retirement from unexpected health and life challenges

• How to effectively take care of your loved ones when your retirement ends

We are based in beautiful Prescott, AZ and meet with our clients virtually. This allows us to meet with clients wherever they are and at a time that works best with your schedule. We are also available in person by request for clients in our area.

I am a Christian, very happily married to my amazing wife Kristy and father of 8 wonderful children. We enjoy traveling, the beach, hiking, sports, games, and serving others. I also love music, playing guitar and sharing laughter with family and friends.

I look forward to speaking with you and learning about your ideal early retirement and how we can help you achieve it!

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

3623, Crossings Drive, Prescott, Arizona, 86305

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to help us learn more about how we can best help you. After completing the form, we'll have an initial 20-minute phone call. This call allows you to gain a better understanding of our process and our expertise. It allows us to understand the important questions you need answered and determine if we are able to add tremendous value to your early retirement planning.

Offers Investment Management

Yes

About our Firm

Next Phase Financial Planning provides financial planning expertise exclusively to corporate employees who are considering an early retirement. We provide guidance to answer critical questions about retirement savings and retirement income, investments, Social Security and employer benefits, and develop a customized plan for the ideal early retirement for our clients.

Our Process:

If you are a corporate employee considering retiring early, our No Pressure Process will help you answer these critical questions:

✅ Have I saved enough to retire early and not run out of money?

✅Am I paying too much in taxes?

✅ Are my investments set up correctly for retirement?
​​
✅ Have I made the correct plans for Social Security, my employer benefits and healthcare?

Answers to these questions (and others that may be on your mind!) are delivered in a personalized Retirement GuideMap.

​For those who are about to retire early and are a good fit for our firm, there is no cost or obligation for this process. We want you to know clearly how we can help you before you pay us any fees or trust us with your hard-earned savings.

Education

UC Santa Barbara, Bachelor of Arts - BA, Law and Society

Badges

Languages

  • English

Hobbies and Interests

  • Family
  • Hiking
  • Music
  • Sports
  • Traveling

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Gen X
  • Living in Retirement

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