Certified Financial Planner^® - Serving Kansas City And Beyond

Q: What financial planning services do you offer?

As a CFP® in Kansas City, our comprehensive financial planning services include retirement transition planning, retirement income planning, Social Security and Medicare planning, tax planning, estate planning, investment management, cash flow/budgeting, and many other financial planning services for our clients. For an overview of all the financial planning services we provide, check out our What We Do page.

Q: Do you offer tax planning services?

While we do not file taxes, our Certified Financial Planner® in Kansas City can review your taxes and work with your attorney and CPA to help implement tax strategies that could potentially save you money. To learn more about our tax planning services, or for help finding a CPA, contact our financial planner in Kansas City today!

Q: Do you offer financial planning services to companies?

We do! As a Certified Financial Planner® in Kansas City, we provide both families and small businesses with comprehensive financial planning services. To learn more about our financial planning services for small businesses, check out our What We Do page!

Are You Looking For A Certified Financial Planner^®?

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.

To learn more about me check out our About page or contact me here. For more about NextGen Wealth and The COLLAB Financial Planning Process™, then keep reading.

About NextGen Wealth

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.

Kansas City Certified Financial Planning Firm

Servicing Kansas City And Beyond

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.

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What You Get With A Certified Financial Planner^®

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.

Meet Clint Haynes, CFP - Certified Financial Planner

Contact Clint Haynes, CFP^®

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.

Common Questions Clients Ask Our Kansas City Certified Financial Planner^®

What is the difference between a Financial Advisor and a Certified Financial Planner^®?

Great question! A financial advisor is a broad term that refers to a professional who helps clients manage their money. As a Certified Financial Planner^® (CFP) in Kansas City, we are a type of financial advisor who specifically focuses on helping our clients build financial plans to meet their long-term financial goals. Think of it like an accountant compared to a CPA. To learn more about our company and our financial planning process, contact us today!

Even though you’re located in Kansas City, can you serve clients outside of the Kansas City area?

Certainly! While many of our clients do live in the greater Kansas City area, we also offer our financial planning services virtually to clients throughout the United States. For more information regarding our virtual services, don’t hesitate to contact us today!

What financial planning services do you offer?

As a CFP^® in Kansas City, our comprehensive financial planning services include retirement transition planning, retirement income planning, Social Security and Medicare planning, tax planning, estate planning, investment management, cash flow/budgeting, and many other financial planning services for our clients. For an overview of all the financial planning services we provide, check out our What We Do page.

Do you offer tax planning services?

While we do not file taxes, our Certified Financial Planner^® in Kansas City can review your taxes and work with your attorney and CPA to help implement tax strategies that could potentially save you money. To learn more about our tax planning services, or for help finding a CPA, contact our financial planner in Kansas City today!

Do you offer financial planning services to companies?

We do! As a Certified Financial Planner^® in Kansas City, we provide both families and small businesses with comprehensive financial planning services. To learn more about our financial planning services for small businesses, check out our What We Do page!

Can you help my small business in Kansas City with employer retirement planning?

Absolutely! With our employer retirement and benefit reviews services, we will offer your small business advice for employer retirement packages, as well as benefit packages, acting as your sounding board for contract negotiations. If your business is in need of a financial planner near Kansas City, contact us today!

I am looking to make a property investment in the Kansas City area. Can you help?

We sure can! At NextGen Wealth, our Certified Financial Planner^® in Kansas City will work with you to ensure that your real estate property purchases are managed in a manner that aligns with your financial goals. If you’re thinking about buying or selling real estate in Kansas City, feel free to consult our financial planner today!

How much do your financial planning services cost?

At NextGen Wealth, we deduct a fee of 0.25% (or less) each quarter directly from the accounts we manage. This fee is further detailed in our client agreements. If you have further questions regarding our service fees, check out our pricing page or contact our Certified Financial Planner^® in Kansas City today!

Is a traditional IRA better than a Roth IRA?

Both traditional and Roth IRAs have advantages and disadvantages and determining which one is better depends on your financial situation. Our Certified Financial Planner^® in Kansas City can help you decide whether a traditional or Roth IRA works best for you and your financial goals. For help managing your retirement finances, contact us today!

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Certified Financial Planner® - Serving Kansas City And Beyond

Are You Looking For A Certified Financial Planner®?