Certified Financial Planner^® Serving Lee’s Summit, MO and Beyond

A financial advisor is a general category of professionals who help clients manage their money (anyone can actually call themselves a financial advisor). On the other hand, a Certified Financial Planner^® is a type of financial professional who specifically focuses on helping clients create (and stick to) a financial plan to accomplish their long-term financial goals. Please note that as a Certified Financial Planner^®, we go through a rigorous testing and certification process to earn this designation. Additionally, we are mandated to fulfill continuing education requirements each year. A similar comparison would be comparing a staff accountant to a CPA (Certified Public Accountant).

Yes, even though our financial planning team is in Lee’s Summit, MO, we can and do serve clients near us and all over the nation. Thanks to continued advancement of technology, we currently serve clients in 10 states nationwide!

In a word, no. Like almost anything in life now, if you want to tackle doing it yourself, you certainly can i.e. filing your taxes, fixing your car, building your house, etc. However, our clients at NextGen Wealth truly prioritize their time in retirement by letting us handle all of their investments and financial planning needs, so they can do the things they want and enjoy. Plus, by working with a Certified Financial Planner^®, they know that every box will be checked including investment management, Social Security scenario planning, Medicare planning, Roth Conversion strategies, estate planning review/creation, and the list goes on. So, do you need to work with a Certified Financial Planner? No. Do you really want to learn about, implement, and stress about every financial task yourself when you can hire an expert with decades of experience to help relieve that burden and stress instead?

Our financial planning services are quite robust! Even if we don’t offer a specific service you need, we will try to connect you with someone who can help. At a high-level, the following are our primary financial planning and wealth management services:

• Priority Goal Setting
• Estate and Tax Planning
• Cash Flow Budgeting
• Life and Retirement Planning
• Investment Planning
• Risk/Insurance Management
• Employer Retirement and Benefit Reviews
• Financial Security and Organization
• Buying and Selling Real Estate

For more information, check out a full list of our financial planning services.

Yes, NextGen Wealth is a Registered Investment Advisor (RIA), legally bound by the fiduciary standard as we serve clients. In essence, we are required by law to always act in our clients’ best interest. We take this to heart in everything we do at our financial planning firm.

Like you, we only have so many hours in the day, so we have to be very selective about how we use them. Having over 20 years in the industry teaches you what you should and should not pay attention to. We’re not going to make wild changes every time the markets do something crazy, or the news media are in a frenzy. Instead, we rely on data-driven research, industry-leading software, continuous education on the best tax and investment strategies, and a large network of other highly skilled professionals to make sure we’re at the top of our game.

We work with individuals and small businesses in Lee’s Summit, Kansas City, and nationwide. We always conduct a discovery meeting to ensure we’re the right fit for you individually and your business (if applicable).

NextGen Wealth is a fee-based financial planning firm. Our fees are transparent and are clearly displayed in each of your quarterly statements. You can see a full list of our fees and learn how we get paid by exploring our pricing page.