Our Blog

Welcome to our blog. Here you can find views on the financial world and keep updated on the latest news.


The year you retire is certainly one of the most exciting times of your life, but it is also one of the times when we are, financially speaking, the most vulnerable. But the good news is that with the right know-how, tools and planning, you can minimize your risks and vulnerabilities and focus your efforts on those things that will truly make your golden years truly golden. Join CERTIFIED FINANCIAL PLANNER™ professionals, John Bever and Jim Uren as they discuss the latest strategies to help make the year you retire your best year yet.


You want a retirement that is fulfilling and significant and one that reaches your greatest financial potential, but you’re worried that you’re not doing everything you could or should be doing to prepare.  You know you’re capable of more, but there are too many other things that demand your time and energy.  Besides, you want a retirement that is more than just paying your bills – you want a retirement that allows you to live a fuller life.



Read More


With a long time passion for personal finance, Jonathan Henkels loves waking up every day with the opportunity to help others achieve their financial and life goals.  With a background in education, Jonathan believes in making certain that you not only have a plan that gets you where you want to go, but that you also understand why.  He listens to your goals and wishes, maps out a thorough financial plan tailored to you, and helps you keep the plan in motion so you can reach your financial and life goals.


As a Financial Advisor, John Bever works with individuals, families and business owners helping them achieve greater financial independence and have a bigger impact on the people and causes they are most passionate about.  Since 1983, he has helped his clients navigate the financial planning ocean in both calm and stormy seas.  You can count on him and the team at Phase 3 to chart the course to your destination, as they have designed hundreds of financial plans, identifying tax savings, pointing out design flaws in their financial ships and managing the ships through choppy waters and storms towards their ports of call.



Read More

To learn more about the professional history of our advisors/firm, please visit

Brokercheck

Newsletter Sign Up

Tell A Friend

Investment Updates

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Osaic Wealth, Inc.

This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, CT, FL, GA, ID, IL, IN, IA, HI, KS, KY, ME, MD, MA, MI, MN, MS, MT, MO, NH, NV, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced

Copyright © 2024 Phase 3 Advisory Services, Ltd. All Rights Reserved