We specialize in working with individuals (both locally and virtually) who are getting close to retirement and want to make sure their house is in order both from a financial and emotional/behavioral standpoint. Let’s face it, transitioning to retirement will be one of the biggest changes you go through in your life.
Since we do specialize in working with individuals who are close to retirement, this naturally means we also work with a number of retirees as well. So, if you’ve retired within the last 5-10 years, then you could be a great fit as well.
Our clients wouldn’t consider themselves to be “rich”, but thanks to a lifetime of hard work and diligent saving, they’ve normally accumulated a nest egg of at least $250,000. They understand the importance of saving money and now just need help with distributing it so it will last the rest of their lives.
We believe that life is too short not to work and serve people who we wouldn’t enjoy having a beer or glass of wine with. In other words, if we think we’re going to cringe when we see their name pop up on the caller ID, they’re not a good fit. We feel this is a great parameter for you to implement as well when choosing a financial advisor.
Our clients understand that their financial security is too important to be doing it themselves. They also understand the value of working with a professional to help them make the best decisions about their money. That gives them more time to create a life they love. While many of our clients are knowledgeable when it comes to their finances, they value family and friend time above trying to manage their own personal finances and investments
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.
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