Your Free Retirement Checkup™
WHY: So you can find out if you're ready for retirement and get a glimpse of what it looks like to work with NextGen Wealth.
WHAT: A free retirement & tax assessment. We will show you how to improve your retirement success and reduce your tax bill before paying us a single dollar.
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 (*please see the bottom of this page for recommendations and referrals if you do not meet these criteria).
In our 15-minute call, we’ll get to learn more about you and your situation to ensure that you're a good fit for our expertise. Let’s face it, you wouldn’t see a Neurologist if you’re elbow was hurting.
If for some reason we aren’t a good fit, then we will happily provide you with a few firms who might better meet your needs.
Before we can make any recommendations or provide any solutions, we first have to know where you’re currently at in your financial life.
So, we always want to have our Get to Know Each Other Meeting in our office or virtually to make sure we know exactly where you’re at and where you’re wanting to go.
Before this meeting, we will have you fill out two forms and provide us with a few important documents. This information will drive our analysis and recommendations.
Plus, after this meeting is complete I will give you one of my favorites books for you to read (for free, of course) while we are creating and completing your financial assessment.
Once our analysis is complete, we’ll have our next meeting to go over the results.
We’ll show you exactly where you’re at along with what changes you may need to make in order to reach your financial goals.
When we’re finished, you’ll have a very good idea if we’re the right firm for you or if you need a little more time to think it over. I can 100% say there will be absolutely no pressure to make a decision or to persuade to work with us in any way.
At NextGen Wealth, we work exclusively with clients on a long-term basis. We’re not trying to simply sell you something. That’s why it’s so important you take as much time as you need.
Here are a few questions that should help in your decision-making process:
Take as much time as you need but we’ll typically follow up in a week or so to answer additional questions or schedule a follow-up meeting. All that we do ask is you let us know one way or the other.
If we’re not a good fit though, no hard feelings at all. We definitely don’t take it personally and are more than happy to help you find someone who might be a better fit. I can assure you we’re not going to make you feel uncomfortable or try to change your mind.
Thank you so much for putting your trust in us. We are happy and honored to be working with you. Before we get to the fun stuff, we’ll have a phone call or in-person meeting to go over next steps and give you a timeline of the next 12 months.
We can’t wait to get started!
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!
Also, feel free to call us anytime at (816) 287-4780 or check out our blog where we answer and write about some of the most common questions we receive from our clients.
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®
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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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