At NextGen Wealth, our passion is serving those who want the real benefits of working with a true comprehensive Certified Financial Planner®. Through our solutions-based framework to financial planning, The Financial Freedom Blueprint®, we are not only able to provide you with a clear step-by-step path for retirement and financial independence but also add value to you and your family every step of the way.
We partner with you on your journey to retirement and financial freedom. As you have probably already experienced, this is a journey where you’ll have plenty of ups and downs along the way. It can be hard to stay on track and sometimes you might feel the need to completely give up and start over. That’s where we come in as your accountability partner and with the creation of your own personalized Financial Freedom Blueprint®.
Your blueprint is where real value is added on this voyage. Your blueprint will help bring you complete organization and peace of mind in your financial life and, most importantly, it will keep both of us on track to your ultimate goal of financial independence.
We aren’t what you are used to if you’ve ever worked or met with a financial advisor in the past. We understand your financial situation is unique and that there isn’t just a single product that will be the solution to all your needs — regardless of what another financial professional might tell you.
We aren’t here to overwhelm you or make you feel inferior. We are here to add real value in your financial life. That means better financial organization, helping with your investments, goal setting and, most importantly, goal accomplishing. On top of all of this, we will be your accountability partner every step of the way.
We know and understand we’re not going to be a perfect fit for everyone and that’s okay, because we know not everyone is going to be a perfect fit for us either. Financial planning and working with a financial advisor doesn’t have to be the stereotypical way of the past. We believe there is a better way and that starts with putting your interests first and foremost every step of the way. For more information visit www.nextgen-wealth.com, email firstname.lastname@example.org or call (816-287-4780)
–Clint Haynes, Founder, Certified Financial Planner® NetGen Wealth
Photo by Amber Dawkins