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 COLLAB Financial Planning Process™.
This is no doubt what separates us from other wealth management firms. Take a look and I think you'll agree.
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.
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.
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 COLLAB Financial Planning Process™ and I think you'll see that pretty quickly.
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.
Our free 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.
NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein. NextGen Wealth LLC is registered as an investment adviser in the states of Missouri and Kansas, and is notice-filed in the State of Texas. As such, it may only transact business with residents of those states and residents of any other state where otherwise legally permitted subject to exemption or exclusion from registration requirements.
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