Welcome to the NextGen Wealth About page. If you're thinking about retiring and want to ensure that you won't outlive your money, then you've come to the right place.
So, who are we? If we want to speak in industry jargon, then you might call us a financial planning and investment management firm. However, that sounds a little boring and, I’m guessing, doesn’t do a whole lot for you to get to know us better.
So, let’s really find out the story behind me and NextGen Wealth?
My name is Clint Haynes, Certified Financial Planner®, and Founder of NextGen Wealth.
I have been in the industry since 2001 as a financial advisor and have worked for big Wall Street firms all the way to smaller regional firms. However, what I have learned is there isn’t much difference between any of them besides the name.
They all pretty much say the exact same thing but just have different people doing it. To be honest, if you looked behind the curtain, you wouldn’t know the difference between firm A, firm B or firm Z. It’s kind of sad in a way.
They all claim to be comprehensive financial planners or financial advisors, but when it comes right down to it, all they really want to do is get your money – since this is how they get paid. If you’re not willing to move all of your investments over to them, then they’re not going to provide you much help.
And, even if you do move all of your investments over to them, all they’re really going to help you with is – guess what – your investments. Trust me, it’s overwhelming and boring at the same time.
They’re going to use all kinds of fancy terms, industry jargon, charts, graphs, performance data, etc. to try and impress you, but it’s most likely just going to leave you more confused than you already were. Heck, it even confuses me when I hear other financial advisors talk sometimes.
With that being the case, I wanted to create a firm that actually was different from everyone else. One that actually talked using normal vocabulary, truly put your interests first and added massive value in every area of your financial life, particularly if you're getting closer to retirement.
So, that’s exactly what we are about at NextGen Wealth. Through our proprietary financial planning process that we create with you, we provide the solutions in every area of your financial life so you can go into retirement with 100% confidence.
And, best of all, we lay it out in a way that actually makes sense and will get you even more excited about the next stage in your life.
I can assure you that the value we provide is a multiple of what it costs to work with us. Just take a look at our Google Reviews and I think you'll see why.
If that sounds like the type of financial advisor you want to work with, then let us help you on your path to retirement relaxation.
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Content written by Clint Haynes, CFP® | Certified Financial Planner®