We at Best of Best Review are thrilled to honor Jason Purvis, CERTIFIED FINANCIAL PLANNER® (CFP®) and Founder of Next Phase Money Management, as the Best Retirement Advisor and Leadership Speaker of 2024. After an extensive review of numerous candidates, Jason’s exceptional expertise, innovative strategies, and dedication to his clients have earned him this prestigious award.

Why Jason Stands Out in 2024

At Best of Best Review, we evaluate candidates based on their professional credentials, real-world results, and community impact. Jason's ability to cut through the noise in the complex world of retirement planning and provide his clients with clarity and a clear path forward was a standout factor. His firm, Next Phase Money Management, specializes in helping families minimize taxes, optimize investments, and create lasting financial legacies.

Jason's innovative tax reduction strategies, based on real-time research and industry-leading models, have consistently produced results 20-30% higher than traditional approaches, cementing his reputation as a top advisor.

Recognizing Leadership and Financial Expertise

Beyond his role as a financial planner, Jason is a respected leadership speaker, bringing his John Maxwell Team Leadership Speaker certification to inspire both clients and peers. His career journey, from leading top-ranked financial teams at a Fortune 100 company to launching Next Phase Money Management in 2024, demonstrates a unique blend of leadership and financial mastery.

At Best of Best Review, we were particularly impressed with Jason’s commitment to empowering clients with over $750,000 in retirement accounts, offering them tailored strategies to not only grow their wealth but protect it throughout retirement.

Commitment to Community and Legacy

Jason’s contributions extend far beyond financial success. His personal story—coming from humble beginnings as the first in his family to graduate college and purchase a home—resonates with his clients and exemplifies his dedication to helping others achieve the American Dream.

His involvement in youth mentorship, nonprofit organizations, and advocacy for educational initiatives in Africa reflect a deep commitment to making a positive impact. Jason’s rare distinction as one of fewer than 2,100 Black CFP®s worldwide further highlights his leadership in the financial industry.

Award-Winning Attributes:

• Expert Financial Guidance: Jason's multi-faceted expertise in retirement planning, tax strategies, and estate planning has earned him this top distinction.

• Innovative Solutions: His approach is powered by cutting-edge financial models that consistently outperform traditional methods.

• Community and Client Focused: Jason’s commitment to giving back and his ability to connect with clients on a personal level set him apart.

• Leadership Excellence: As a recognized leadership speaker, Jason continues to inspire both within and beyond the financial sector.

To learn more about Jason Purvis and his award-winning firm, visit Next Phase Money Management.

Best of Best Review is proud to spotlight industry leaders like Jason Purvis, who exemplify the highest standards of excellence in their fields. Jason's combination of professional success, community involvement, and innovative thinking made him an undeniable choice for the Best Retirement Advisor and Leadership Speaker of 2024 award.