Phase 2 Investment Advisers LLC

As a fiduciary-based firm, we put our resources, knowledge and leverage to work to help you enjoy your future, your phase two in life. Phase 2 Investment Advisers (Phase2IA) is a Registered Investment Adviser firm founded by Jeffery D. Cortright to h...

As a fiduciary-based firm, we put our resources, knowledge and leverage to work to help you enjoy your future, your phase two in life. Phase 2 Investment Advisers (Phase2IA) is a Registered Investment Adviser firm founded by Jeffery D. Cortright to help individuals and families achieve financial security. Our primary services are financial planning and investment management. But, these are often just the beginning elements of achieving financial security. At Phase2IA, we have the expertise to help clients craft financial plans to accumulate assets; to become debt free; to finance education, retirement, a new business or major investment; to transition from accumulation to distribution when they retire; and to protect their lifetime of savings through retirement and the transition to the next generation. We also provide advice to clients on the right insurance at each phase of life, protecting their financial future.