During this meeting, we will cover the steps to open your accounts and initiate any transfers or rollovers. Once all of your accounts have been opened, transferred, and trades have been placed, according to your Investment Policy Statement, it's now time to begin the COLLAB™ Financial Planning Process. This is by far my favorite part and truly where the rubber meets the road.
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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