Welcome to the NextGen Wealth About page. We are so happy you made it here and want to learn more about us and how we work with individuals like yourself.
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 pretty 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 NextGen Wealth? Let me first start with my own personal journey.
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 and 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 and truly put your interests first regardless of whether we managed your investments or not.
I wanted to provide you what you really needed; a solid financial plan that covered every aspect of your financial life and not just your investments. An actual plan of getting you to retirement and financial freedom – not a 200-page document that made zero sense.
So, that’s exactly what we are about at NextGen Wealth. Through the Financial Freedom Blueprint® we create for you, we provide the solutions so you can take complete control of your financial life. Sure, we cover investing, but we actually show you how to earn more interest on your savings, save on insurance, find the best rewards credit cards and so much more.
As we say at NextGen Wealth, saving money is just as important as making money.
And, best of all, we lay it out in a way where you can actually do everything yourself – if you’re the DIY type. I can assure you that you’re not going to get that from other financial planning firms. However, if you’re not the DIY type, then we are more than happy to be your implementation and accountability partner along the way. The great thing is, it’s your decision.
If that sounds like the type of financial advisor you want to work with, then let us help you on your path to financial freedom.