If so, then you've come to the right place! My name is Clint Haynes and I'm an Independent Certified Financial Planner®, Financial Advisor and Investment Advisor located in the Lee's Summit and Kansas City, Missouri area.
At NextGen Wealth, we specialize in not just helping our client's better manage their investments but also creating a truly comprehensive financial plan. Our proprietary and trademarked financial planning process is called The Financial Freedom Blueprint®.
This is no doubt what separates us from other wealth management firms. Take a look and I think you'll agree.
About NextGen Wealth
We are a Lee's Summit and Kansas City, Missouri Registered Investment Advisory financial planning firm. We were founded by Clint Haynes, CFP®, in 2014. We work both locally and virtually with our clients.
At NextGen Wealth, we offer investment management and comprehensive financial planning services for our client's. It is truly our passion to not only show our client's how to make more on their money but also how they can save more in their everyday spending. Bottom line - we want to provide real value in every aspect of our client's personal financial lives.
Servicing Kansas City and Beyond
While many of our clients do live in the Kansas City area (Missouri, Kansas, Lee's Summit, Raymore, Blue Springs, Liberty, Leawood, Overland Park, Olathe, Shawnee Mission, Lenexa), we do offer our services virtually to those throughout the country.
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What You Get With A Certified Financial Planner®
As a CFP® professional, we provide comprehensive financial planning services to families and small business. Not only do we create a plan around investment management but also cash flow, retirement planning (financial freedom), insurance, estate planning and much more. If it's something in your financial life, then we want to plan for it.
I can assure you we are not like any other financial advisor you have ever worked with before. Just take a look at our The Financial Freedom Blueprint® and I think you'll see that pretty quickly.
Contact Clint Haynes, CFP®
If you're interested in a free consultation, feel free to contact us or call us at 816-287-4780. If you're ever in the Lee's Summit or the Kansas City area, feel free to reach out as we're also happy to grab a coffee.
Content written by Clint Haynes, CFP® | Certified Financial Planner®