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NextGen Wealth
NextGen Wealth is a fee-based financial planning firm and Investment Advisor that serves individuals close to or recently retired. The firm provides...
Overview
NextGen Wealth is a fee-based financial planning firm and Investment Advisor that serves individuals close to or recently retired. The firm provides comprehensive retirement transition planning covering finances as well as mental, social, and physical changes, and works with clients in Lee’s Summit, Kansas City, and nationwide. Through its COLLAB Financial Planning Process it develops solutions across clients’ financial lives so they can enter retirement with confidence.
General information
Firm type
Asset Manager
Location
City
Lee's Summit
Principals
Clint Haynes
CFP® — Founder and President
Brandon Lovingier
ChFC®, MQFP® — Paraplanner/Content Curator
Clint Haynes
CFP® — Founder and Certified Financial Planner®
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