Financial Consulting Lee's Summit

NextGen Wealth

Financial Consulting Lee's Summit
Get a Retirement Checkup™

Address
405 SW Waterfall Ct
Place
Lee's Summit, MO   64081 
Landline
(816) 287-4780
E-Mail
[email protected]
Twitter
@Clint_NextGen
Facebook
NextGenWealth
Website
www.nextgen-wealth.com
Menu
www.nextgen-wealth.com

Description

At NextGen Wealth, our passion is serving as a trusted financial advisor for individuals looking for expert financial and retirement planning. Located in Lee’s Summit, MO, we are a financial planning and investment management firm whose founder is a Certified Financial Planner® (CFP®) and fiduciary. Through technology and innovation, we help our clients in the Kansas City metro and nationwide find their path to financial independence. We create custom financial plans catered to each client’s unique needs including retirement planning, college savings, budgeting, and more. We work with our clients through the investment and wealth management processes to ensure they receive the true value of a full-service financial advisor.

Keywords Financial Planning, Retirement Planning, Investment Management, Insurance Planning, Tax Planning, Estate Planning, College Planning.

Reviews

This listing was not reviewed yet:

Opening hours

Payment Options

Check, Invoice

  • Clint Haynes

    Founder, Financial Planner

    Clint Haynes is a Certified Financial Planner® and Founder of NextGen Wealth. He’s been in the financial services industry since 2001 working for both large wirehouses to regional firms to now owning his own financial planning practice. Clint mainly serves Generation X and those close to retirement with an emphasis on truly comprehensive financial planning. As Clint says “We strive to serve those individuals who want and need a real financial plan for their future.”

    Certifications: Certified Financial Planner

Categories

Financial Consulting
(816)287-4780 (816)-287-4780 +18162874780