Content written by Clint Haynes, CFP® | Certified Financial Planner®
At NextGen Wealth, our passion is serving those who want the real benefits of working with a true comprehensive Certified Financial Planner® – both in Kansas City and virtually across the country.
Through our proprietary COLLAB Financial Planning Process, we are able to provide you with a clear step-by-step path to retirement and add massive value in many other ways to you and your family along the way.This process isn't like anything you've ever gone through if you’ve worked with a financial advisor in the past.
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, creating a plan for your retirement and, most importantly, making sure you don't outlive your money. On top of all of this, we will be with you every step of the way.
Financial planning and working with a financial advisor doesn’t have to be the stereotypical way of the past. There is a better way and that starts with putting your interests first and foremost.
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.
Trying to find a good financial planner to meet your needs can be rough. That's exactly why we created The Getting Started Process™.
It's a simple framework that will help in your decision-making process so you can find the right advisor for you.
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.
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