WHY: So you know exactly what to expect to ensure we’re a great fit to work together.
WHAT: Two complimentary meetings. We will first get to know you a little better in our 15-minute phone conversation and then develop a customized assessment of how you can improve your retirement and financial success.
WHO: Individuals who know the importance of saving, are within 10 years of retirement (or thereabouts) and have accumulated at least $250,000 in investable assets. They know enough to be dangerous but also know when it’s time to call in a professional because they value family time in their lives as opposed to managing personal finances and investments (*please see the bottom of this page for recommendations and referrals if you do not meet these criteria).
We provide the most value when you are 100% committed to our financial planning process. Our typical clients are:
We are a fee-based financial planning firm. Our fees are based on the amount of assets we manage for our clients. Best of all, they are completely transparent on your quarterly statement.
We do not charge commissions because we believe that is a conflict of interest. We recommend what is right for our client’s best interest and not what’s based on the amount of commissions we receive...hence why we don’t accept commissions.
There is no other fee that we charge. The fee that you see on your statement is the only fee that we accept at NextGen Wealth. This fee encompasses every service we provide for our clients including investment management, financial planning, retirement planning, etc.
Note that depending on the investments we use (mutual funds and exchange traded funds) that there are internal expenses within these. We are very cognizant of these and do our best to be as fee conscious as possible.
Let’s face it, the less you have to pay someone else, the more you get to keep in your pocket.
There are four main factors that distinguish us from other financial advisors:
First off, let me tell you why you shouldn’t hire us:
Now, here are a few reasons why you should hire us:
You can always sign up for our monthly newsletter. We’ll keep you up to date with what’s happening at NextGen Wealth, show you our most popular blogs for the month, give you financial tips and so much more!
As an alternative, if you don’t quite meet our criteria to become a client, don’t worry – there are still ways we can help. We’ve worked hard to ensure we provide a wide range of alternatives so that everyone has the opportunity to gain financial insight and confidence.
We have very intentionally limited the number of clients we serve so that each client gets the personalized attention they need. If you fall outside of our financial minimum then a great next step is for you to visit letsmakeaplan.org. Here you will be able to find a CERTIFIED FINANCIAL PLANNER™ professional near you who fits your needs more appropriately.
Content written by Clint Haynes, CFP® | Certified Financial Planner®
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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