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Certified Financial Planner® (CFP®) – Serving Blue Springs, MO

If you’re looking for a Certified Financial Planner® near Blue Springs, MO, you’ve come to the right place!

At NextGen Wealth, we specialize in retirement transition planning, investment management, and comprehensive financial planning. Whether you’re approaching retirement or planning for the future, our team is committed to providing personalized financial guidance tailored to your unique needs. Our Certified Financial Planner® crafts comprehensive financial plans using our proprietary, trademarked process, The COLLAB Financial Planning Process™. This is a unique and tailored approach that sets us apart from other wealth management firms, and we’re confident you’ll see the difference.

Meet our Certified Financial Planner® – Clint Haynes, CFP®

Hello! My name is Clint Haynes and I'm an Independent Certified Financial Planner®, Financial Advisor and Investment Advisor located near Blue Springs, MO. With a passion for helping my clients navigate their financial journeys, I work closely with each client to create a customized plan that aligns with their goals, values, and vision for the future.

Clint Haynes, Certified Financial Planner

About NextGen Wealth Near Blue Springs, MO

At NextGen Wealth, our goal is to provide a different kind of financial planning experience – one that is rooted in clarity, simplicity, and a deep understanding of your unique needs. With over two decades of experience in the financial industry, ranging from large Wall Street firms to smaller regional offices, our Certified Financial Planner®, Clint Haynes, has seen firsthand how many financial advising firms often leave clients more confused than confident. At NextGen Wealth, we have created a practice that is truly different.

At NextGen Wealth, our commitment to transparency and straightforward communication sets us apart. We don’t believe in using fancy terminology that only makes things more complicated. Instead, our financial advisor near Blue Springs, MO focuses on making financial planning easy to understand, so you can make informed decisions with confidence.

Through our COLLAB Financial Planning Process™, we offer a comprehensive, personalized approach to help you navigate every area of your financial life, with a specialty on ensuring a smooth and fulfilling transition into retirement. Whether it’s retirement planning, tax strategies, or investment advice, we aim to add real value in every aspect of your financial journey. If this sounds like the kind of financial guidance you’re looking for, we invite you to schedule a 15-minute phone call with our Certified Financial Planner® near Blue Springs, MO to start your Retirement CheckupTM.

Contact Our Financial Planner Near Blue Springs

Phone: 
(816) 287-4780

Email:
info@nextgen-wealth.com

Address:
405 SW Waterfall Ct
Lee’s Summit, MO 64081

Hours of Operation:
Monday - Friday: 8:00AM - 5:00PM
Saturday: 9:00AM - 12:00PM

certified financial planner meeting with client from blue springs, mo

What Do You Get with a Certified Financial Planner® (CFP®)?

As your Certified Financial Planner® (CFP®), we have a fiduciary responsibility to always put your interests first. Theis means you’re receiving advice tailored to your unique situation and goals, not what’s best for a firm’s bottom line.

The CFP® designation is not just a title, it is a commitment to continuous learning and professional growth so that we are always up-to-date with the latest and most accurate financial strategies that align with your goals and wishes.

Getting Started - Meeting with Our Financial Advisor in Blue Springs, MO

Getting started with our financial advisor at NextGen Wealth is simple and stress-free. During our initial meeting, we’ll discuss your goals, concerns, and vision for the future. This is your opportunity to share what matters most to you, whether it’s retirement planning, investment management, or any other financial goal you’re working toward. From there, we’ll dive into creating a personalized plan using our COLLAB Financial Planning Process™ to provide a clear, actionable roadmap to help you reach your financial goals.

If you’re ready to start planning for your future, contact our Certified Financial Planner® or give us a call at 816-287-4780 for a free consultation.

Common Questions Clients Ask Our Blue Springs Certified Financial Planner®

Can you serve clients outside of Blue Springs, MO?

Yes! While many of our clients live in Blue Springs and the Kansas City metro area, we also offer financial planning services to clients throughout the nation. For more information about our virtual financial planning services, contact us today!

What financial planning services do you offer?

As a Certified Financial Planner® (CFP®) serving Blue Springs, MO, we specialize in helping individuals and families with retirement transition planning, retirement income strategies, Social Security and Medicare planning, estate planning, tax planning, investment management, and cash flow/budgeting. For a more detailed look at what we offer, explore our What We Do page!

Do you offer financial planning services to businesses in Blue Springs, MO?

We do! Our financial advisor has experience working with both individuals and small businesses throughout Blue Springs, MO. To learn more about how our financial advisor can help your Blue Springs based small business, contact us today!

I am looking to make a property investment in the Blue Springs area. Can you help?

Absolutely! At NextGen Wealth, we work with you to make sure your real estate investments align with your overall financial goals. Whether you’re planning to buy or sell property in the Blue Springs area, we’re here to guide you every step of the way. Reach out to our financial advisor today to get started!

Retirement Checkup™

Our checkup will show you step-by-step how to reduce taxes, invest smarter, and optimize retirement income.

We want you to know exactly how we can help before you pay us a single dollar.

Content written by Clint Haynes, CFP® | Certified Financial Planner®