If you’re within a few years of retirement, you’re going to have a lot of questions to make sure you’re prepared. Some you might even be asking yourself might include:
For some, the transition to retirement can be relatively seamless. For others, it can really be a struggle to make the adjustment. The unknowns of what retirement will look like and how best to transition into it can be scary. However, it’s important to know that it’s completely normal. We’re here to help.
We help individuals just like you craft a truly comprehensive retirement transition plan that not only covers your finances, but also prepares you for the mental, social and physical/health changes that will happen as well. We’ll help you create a plan that addresses each of those areas as they are all vital for helping you live your best retirement.
Your retirement transition plan will ensure that you are prepared in every way for the next stage of your life. I can assure you this process isn't like anything you've ever gone through if you’ve worked with a financial advisor in the past. To learn more, simply click on the button below to get started on your free Retirement Checkup™.
RETIREMENT ISN'T JUST ABOUT WHAT YOU'RE RETIRING FROM BUT WHAT YOU'RE RETIRING TO. DO YOU KNOW WHAT YOU'LL BE RETIRING TO?
I am married to my best friend, Christa, and we had our first child Harper on my 40th birthday (the best gift I could ever get!). We live in Lee’s Summit, MO and I grew up right down the road in Raymore. Christa grew up in Wichita and crazy enough I actually knew her parents before I knew her. We love food, craft beer, and traveling. Thanks again for viewing my profile and I hope you check out the rest.
I’m a complete craft beer dork and have been making – or at least attempting to make – my own beer since about 2014. Christa and I love to travel and you can count on us hitting up a few of the local breweries on just about every vacation.
I also love to golf and as I write this my goal is to get to a single-digit handicap, although I think might be getting worse. 😔 So, now that you know a little about the personal and fun stuff, let’s get to know a little bit more about me professionally and how I got to where I am today.
So who exactly am I at NextGen Wealth? It definitely seems like I can hold many different titles depending on the day, but for my bio’s sake, I will stick with my professional title of Financial Planner – although you could go with Financial Advisor, Financial Consultant, etc., they’re really all one in the same).
I’ve actually been in the financial planning and financial services industry in Kansas City since 2001. It’s all I’ve ever known as a career choice and I hope it stays that way for as long as I’m capable.
So if you are still reading my bio – much appreciated – you’re probably thinking to yourself that you know all kinds of financial planners or financial advisors and most seem to be no different than the next.
I completely agree as it’s definitely true for many advisors in the financial planning field. With that said, though, keep on reading and I will do my best to differentiate myself.
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NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein. NextGen Wealth LLC is registered as an investment adviser in the states of Missouri and Kansas, and is notice-filed in the State of Texas. As such, it may only transact business with residents of those states and residents of any other state where otherwise legally permitted subject to exemption or exclusion from registration requirements.
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