At NextGen Wealth, our passion is serving those individuals who do not think they have the assets or the need for a financial planner. We are a financial planning and investment management firm with an emphasis on serving the successful business professional, entrepreneur or small business owner. We help our clients create a personalized vision statement that will allow for the achievement of both short and long-term financial goals.
The personalized vision statement is truly a living breathing document that helps us to assist our clients in comprehensive cash flow analysis, complete financial automation, debt review and recommendations, retirement savings, college savings and much more. To us, it’s not just about managing your investments, and while that is important, it’s merely a slice of the overall financial planning pie.
As you can see by checking out our Home Page, we built this firm to serve those who truly are overlooked and underappreciated by so many firms out there today. While they may not have hundreds of thousands of dollars in assets right now, they are certainly on their way, so why not be able to provide them the same financial planning experience they deserve, which will only help them to achieve their goals ever sooner.
We love that our clients are all very similar in age and circumstances as it allows us to tailor a plan that is very specific to their individual needs. We’re able to provide fantastic insights to our clients because it’s very likely we’ve already had another client go through the exact same situation.
We take pride in professionally supporting, educating, and providing informed direction to our clients. Do you think you’re getting the help you need from your current financial planner? Are you not sure if you’re in need of a financial planner yet? Please feel free to contact us and we’ll be happy to help out and provide with some great direction.