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Brandon Lovingier

Meet Brandon Lovingier, ChFC®

Brandon Lovingier, ChFC®, MQFP®

Paraplanner/Content Curator

I’ve been called many things, but Dad is my favorite! “Perpetual Improvement” is my personal mission statement. My goal is to improve every person, organization, and project that I’m involved with.

My wife Becca and I went to school in the small town of LaPlata, MO (population 1,192 in 2020) and we each lived 10 miles from there. However, we’ve called Arizona, Maryland, Missouri, Germany, and South Korea home over the last 18+ years I’ve been in the Army.

Kansas City has a special place in our hearts though. We lived in Pleasant Valley and North Kansas City for a little over 3 years. We fell in love with the KC lifestyle and can’t wait to get back there. Our favorite souvenir from KC is our son, Owen!

I’m into anything with pistons like motorcycles and chainsaws, making home-made wine and beer (Hefeweizen for me please!), hunting and fishing, camping, and Scouting. I enjoy long, slow runs or hikes as well. I was born to solve problems and create. My son and I love to build with LEGO and have really enjoyed our new 3-D printer.

I have a burning passion for helping people with their finances. I’m a natural spender and that got us in some tight spots when my wife and I were younger (ever have to put rent on a credit card?). I can still remember sitting in a cold (yes cold) tent in Afghanistan looking at bank statements – that’s how you know I was bored. I realized that I was going to pay nearly as much interest on my truck as it would have cost me to buy my old truck (which I loved) in cash. I knew we had to change.

Long story short, my wife and I became debt free and never looked back. Getting control of our finances changed so much for us! Now, I want to help regular people solve problems and eliminate financial worry and stress in their lives. Honest, hard-working people need quality advice. That’s what I’ve dedicated my life to.

Brandon Lovingier, Chartered Financial Consultant

Connect with Brandon Lovingier, ChFC®, MQFP®

Lovingier Family

I worked “in the margins” while on active duty with the Army to finish my degree. Then I earned the Chartered Financial Consultant, ChFC® designation in 2022. I’m one of the first to hold the new Military Qualified Financial Planner - MQFP® designations.

I’ve been a virtual paraplanner serving fee-only financial planners since 2019. I also started a podcast and have been a guest on many others. I have spoken at MilMoneyCon where I’ll be on the main stage at Denver in 2024. I also run a personal finance blog, Enlisted Money, to help enlisted service members like me. I believe the men and women who serve our country shouldn’t have to worry about money. I’ve been working as a paraplanner and content curator at NextGen Wealth since early 2022 and couldn’t be happier. I only wish I’d found NextGen Wealth sooner!

We’re on the home stretch of military service and hope to retire to Kansas City in 2025. I’m looking forward to working together to help people achieve their goals!

Free Retirement Checkup™

Our free checkup will show you step-by-step how to reduce taxes, invest smarter, and optimize retirement income.

We want you to know exactly how we can help before you pay us a single dollar.

Get Your Free Retirement Checkup™

Content written by Brandon Lovingier, ChFC®, MQFP®

Clint Haynes

Meet Clint Haynes

Clint Haynes, RTS, CFP®

Founder and President

I am married to my best friend, Christa, and we had our first child Harper on my 40th birthday (the best gift I could ever get!). We live in Lee’s Summit, MO, and I grew up right down the road in Raymore. Christa grew up in Wichita and crazy enough I actually knew her parents before I knew her. We love food, craft beer, and traveling. Thanks again for viewing my profile and I hope you check out the rest.

I’m a complete craft beer dork and have been making – or at least attempting to make – my own beer since about 2014. Christa and I love to travel and you can count on us hitting up a few of the local breweries on just about every vacation.

I also love to golf and as I write this my goal is to get to a single-digit handicap, although I think might be getting worse. 😔 So, now that you know a little about the personal and fun stuff, let’s get to know a little bit more about me professionally and how I got to where I am today.

So who exactly am I at NextGen Wealth? It definitely seems like I can hold many different titles depending on the day, but for my bio’s sake, I will stick with my professional title of Financial Planner – although you could go with Financial Advisor, Financial Consultant, etc., they’re really all one in the same).

I've been in the financial services industry since 2001 and became a Certified Financial PlannerTM in 2016. Over that time, I've worked for big Wall Street firms all the way to smaller regional firms. What's interesting, though, is there isn’t much difference between any of them besides the name.

Clint Haynes, Certified Financial Planner (CFP)

Connect with Clint Haynes, CFP®

haynes family on vacation

They all kind of say the exact same thing but just have different people saying it. If you could actually look behind the curtain, you probably wouldn’t know the difference between firm A, B, or Z. 

They like to use all kinds of fancy terms, industry jargon, charts, graphs, performance data, etc. to try and impress you, but it’s most likely just going to leave you more confused than you already were. Heck, it even confuses me when I hear other financial advisors talk sometimes.

With that being the case, I wanted to create a practice that was different from everyone else. One that actually used normal vocabulary that you could understand and who truly is a fiduciary every step along the way.

My ultimate goal is to add extreme value in every area of your financial life, particularly when it comes to helping you transition from your working years to your retirement years, hence why I consider myself a Retirement Transition Specialist.

What is a Retirement Transition Specialist?

As a Retirement Transition Specialist, I help folks who are getting close to retirement build a plan that will provide pleasure, purpose, and peace of mind. I want to ensure that this final third of your life is everything you’ve always dreamed of (and more), while also providing you with the emotional and behavioral support that comes with transitioning into retirement.

Of course, I’ll work with you on all financial aspects that a transition into retirement entails, but, just as important if not more, I’ll help you create a plan for what will drive your overall happiness in retirement. Just a few of the items we address in our retirement transition planning include:

  • Understanding your relationship with money and how that can drive your goals in retirement
  • Creating a plan that focuses on social enrichment (friends, family, new activities, etc.) since that is so closely tied to happiness and longevity
  • Creating a plan on how to give back to your community and causes you care deeply about
  • Creating healthy habits that will address longevity, particularly health-span
  • Setting goals for “bucket list” items that you’ve always thought about but have never had the time to get around to it while raising a family/working

These are just a few of the items we address in the retirement transition process.

Retirement the Right Way book authored by Clint Haynes, CFP

Retirement the Right Way Book

Retirement is one of the most significant changes that can happen over the course of a human life. However, most of us only focus on the financial aspect. But what will it really mean for you to exit the workforce and retire? Clint Haynes' book, Retirement the Right Way, collaborates with you to design your best plan for a smooth, secure transition into retirement and how to enjoy it fully.

Buy on Amazon.com

retirement the right way book signing with Clint Haynes, RTS, CFP

Through our COLLAB Financial Planning Process™ and Retirement Transition Plan, we provide solutions in every area of your financial life so you can go into retirement with 100% confidence knowing that it will be fulfilling, purpose-driven, and meaningful. 

And, best of all, we lay it out in a way that actually makes sense and will get you even more excited about the next stage in your life.

I can assure you that the value we provide is a multiple of what it costs to work with us. Just take a look at our Google Reviews and I think you'll see why.

If that sounds like the type of financial advisor you want to work with, then let us help you create a plan for your dream retirement. We can't wait to get started!

Finally, I'm also a proud member of the Kansas City Financial Advisors Network, the Financial Planning Association Kansas City (FPA KC), and the Advisors Growing as a Community (AGC).

Clint Haynes' Awards and Industry Recognition

Giving Back to the Lee's Summit and Kansas City Communities

  • City of Lee's Summit

    TIF Comissioner
    Feb 2019 - Present

  • Lee's Summit Economic Development Council

    Board Member
    June 2018 - Present

  • Lee's Summit Educational Foundation

    Board Member
    April 2023 - Present

    Advisory Board Member
    June 2018 - 2023

  • Junior Achievement Of Kansas

    Volunteer
    Jan 2015 - Present

  • Lee's Summit Chamber Of Commerce

    Board Member Dec 2016 – Dec 2019
    Vice Chair of Business and Economic Development – 2017
    Chair of the Membership Committee – 2016

  • Pro Deo Youth Center

    Board Member
    Jan 2015 - Jan 2018

  • Rose Brooks Center Inc.

    Volunteer Steering Committee, Caberet Sponsorship Committee and Casino Night Sponsorship Committee
    Jan 2013 - Jan 2015

Fun Facts About Clint Haynes

  • Favorite Dinner Spot In Lee’s Summit:

    3rd Street Social:
    Past performance is a guarantee of future results

  • Go To Beer:

    BKS Tiny Clouds:
    A great investment anytime of the year

  • Golf Balls Lost:

    Way too many to count:
    I keep a diversified mix of golf balls for any occasion

  • Best BBQ In Kansas City:

    Jack Stack BBQ:
    Tough choice, but it’s well worth it

  • Favorite Podcast:

    Pivot w/ Kara Swisher & Scott Galloway:
    A go-to asset for any workout

  • Best Brunch In Kansas City:

    Ophelia's:
    An incredible allocation of menu items

  • Favorite Golf Course In Kansas City:

    Creekmoor:
    I love the course, but it can cause a bear market from my golf balls

  • Favorite US Road Trip:

    Bend, OR:
    The ultimate trip for the risk-tolerant

Retirement the Right Way

Retirement the Right Way Book

Retirement the Right Way

Retirement is one of the most significant changes that can happen over the course of a human life. So why don't we give it the thought and attention it deserves? Most of us focus only on the financial piece and getting across the finish line. But what will it really mean for you to exit the workforce and retire?

Clint Haynes' seminal book offers a balanced perspective on retiring. In it, you will hear from folks of all walks of life, how they navigated their retirement transition, and what they learned about themselves in the process. It includes 21 Essential Questions to Ask Yourself Before You Retire that will challenge you to look at your blind spots and help clarify and simplify your future.

RETIREMENT THE RIGHT WAY is your comprehensive roadmap to retiring well. It collaborates with you to design your best plan for a smooth, secure transition into retirement... and how to enjoy it fully once you're in.

Buy on Amazon.com

How to Retire with Pleasure, Purpose, and Peace of Mind.

Meet the Author - Clint Haynes, RTS CFP®

As a foremost Retirement Transition Specialist and the founder of NextGen Wealth, Clint Haynes is an expert in guiding couples and singles as they navigate the myriad challenges of retiring: financial, physical, mental, and emotional. Clint has been a CERTIFIED FINANCIAL PLANNER™ since 2001, loves to golf and travel, and is a total craft beer dork. He lives in Lee's Summit, Missouri, with his incredible wife and daughter.

What is a Retirement Transition Specialist (RTS)?

As a Retirement Transition Specialist, I help folks who are getting close to retirement build a plan that will provide pleasure, purpose, and peace of mind. I want to ensure that this final third of your life is everything you’ve always dreamed of (and more), while also providing you with the emotional and behavioral support that comes with transitioning into retirement.

Book Reviews from Verified Buyers

  • 5.0 out of 5 stars | Thriving in Retirement

    - Chris Winkler

    "Navigating into retirement can be one of the most complex events in our lives. This book does a terrific job helping understand the many nuances of making a retirement decision. The author lays out a clear path to thriving in this most important chapter of life!"

  • 5.0 out of 5 stars | Comprehensive (and delightful!) look at retirement for those getting close

    - Janna Reid

    "I was lucky enough to be an early reader of this manuscript, and I really enjoyed it. The author Clint Haynes is a financial planner but he draws from a wealth of research to be able to present a well-rounded view of what it means to enter retirement in the 21st century. Def a lot of food for thought. Oh and I liked how the information was presented too. It was really fun and digestible."

  • 5.0 out of 5 stars | Great book!!!

    - Ryan Ament

    "Retirement can be daunting and intimidating for the average person, and this book explains great principles and easy concepts to use when working towards retirement. For a non-financial person this book is for you."

  • 5.0 out of 5 stars | Good insight and common sense approach

    - Brian G. Cunningham

    "Clint does a good job of putting your retirement into common sense language. It doesn’t read like it was written for a day trader or financial expert."

Retirement the Right Way: How to Retire with Pleasure, Purpose, and Peace of Mind - Book Details

  • ISBN-13

    979-8985566116

  • Language

    English

  • Publication Date

    April 21, 2022

  • Format

    Paperback and Hardcover

  • Edition

    1st Edition

Buy on Amazon.com

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Certified Financial Planner - Lee's Summit

Certified Financial Planner® (CFP®) – Serving Lee’s Summit, MO

Looking for a Certified Financial Planner® (CFP®) in Lee’s Summit, MO?

If you live in Lee’s Summit, MO and you’re looking for a Certified Financial Planner®, then you may have just landed in the right place. However, keep reading to find out if we’re the perfect fit for your unique financial planning needs since we do specialize in the specific niche of retirement transition planning i.e. helping you transition from the work-life to the retired life with pleasure, purpose, and peace of mind.

Not sure what that means? No problem at all. Keep reading as I’ll explain everything you need to know to ensure it’s the right fit for you. And, best of all, if it’s not, I’ll even make some recommendations to a few Lee’s Summit financial advisors that might just be the perfect fit for you if you don’t happen to be retiring in the next few years.

Contact Our Lee's Summit Financial Planner

Phone: (816) 287-4780

Hours of Operation:
Monday - Friday: 8:00AM - 5:00PM
Saturday: 9:00AM - 12:00PM

Contact Us

Meet our Certified Financial Planner® – Clint Haynes, CFP®

Hello! My name is Clint Haynes and I’m a Certified Financial Planner® at NextGen Wealth here in Lee’s Summit, Missouri. First of all, thanks for stopping in to learn more. I appreciate your time and will do everything I can to explain who we are, who we serve, what we do, and why I love being a financial advisor.

Learn More About Clint

Clint Haynes, Certified Financial Planner

  • About NextGen Wealth Located in Lee’s Summit, MO

    As a financial planner, I’ve been in the industry since 2001 and have worked for big Wall Street firms all the way to smaller regional firms. What's interesting, though, is there isn’t much difference between any of them besides the name.

    They all kind of say the exact same thing but just have different people saying it. If you could actually look behind the curtain, you probably wouldn’t know the difference between firm A, B, or Z.

    They tend to use the same fancy terms, jargon, charts, graphs, performance data, etc. to try and impress you, but it’s most likely just going to leave you more confused than you already were. Heck, it even confuses me when I hear other financial advisors talk sometimes.

    With that being the case, I wanted to create a practice that was different from everyone else. One that actually used normal vocabulary that you could understand and truly put your interests first. My ultimate goal is to add extreme value in every area of your financial life, particularly when it comes to helping you transition from your working years to your retirement years.

    Through our COLLAB Financial Planning Process™, we provide solutions in every area of your financial life so you can go into retirement with 100% confidence knowing that it will be fulfilling, purpose-driven, and meaningful.

    And, best of all, we lay it out in a way that actually makes sense and will get you even more excited about the next stage in your life.

    I can assure you that the value we provide is a multiple of what it costs to work with us. Just take a look at our Google Reviews, and I think you'll see why.

    If that sounds like the type of financial advisor you want to work with, then let us help you create a plan for your dream retirement.

    Schedule your 15-Minute Phone Call today to learn more about our Free Retirement Checkup™.

  • Why Does NextGen Wealth Choose to Live and Operate in Lee’s Summit?

    I chose to open NextGen Wealth in Lee’s Summit, MO for a number of reasons. One being, this is where my family and I currently live, and who doesn’t want to live close to where they work? 🙂

    Plus, the City of Lee’s Summit is just an incredible place to both live and work. The city is extremely welcoming and business-friendly, has great schools, the cost-of-living is great, and there’s a real feeling of community.

    And, the cherry on top is that the downtown area is thriving and has everything we could ever want from both a business and personal perspective. I could go on and on, but I think you can tell I’m pretty passionate about the awesome community that is Lee’s Summit.

  • What Do You Get with a Certified Financial Planner® (CFP®)?

    As a CFP® professional, I have a fiduciary responsibility to put my clients’ interests above my own and that of NextGen Wealth. I take pride in knowing that my clients are getting the absolute best advice based on their situation and goals rather than what’s best for the bottom line and shareholders.

    Having the credentials of a Certified Financial Planner® is similar to having a CPA or master’s degree. The number of hours that went into receiving the CFP® marks, along with the continuing education that’s required on a bi-annual basis, ensures my clients are receiving the most accurate and up-to-date advice that aligns with their goals and wishes.

Getting Started - Meeting with Our Financial Advisor in Lee’s Summit

Getting started with us at NextGen Wealth is a very seamless process. Simply visit our Getting Started Process page to learn more about our Free Retirement Checkup™ (very much like a mini financial plan).

We’ll show you every step of the process, so you know exactly what to expect and what you’re going to get out of it. Plus, we’ll answer some common questions to ensure it’s a good fit for both of us. I definitely don’t want to waste your time if we’re not the perfect fit for you.

Also, be sure to review and/or print our Questions to Ask. As a part of our initial conversation, we’ll go through all of the questions I would recommend asking when interviewing financial advisors (preferably Certified Financial Planners®).

Thanks again for taking the time to learn more about NextGen Wealth, how we serve our clients, and why we love being part of the Lee’s Summit community.

If, after reading this, you don’t believe we are the ideal fit for your situation then be sure to check out the Kansas City Financial Advisors Network, which I’m a part of, where you’ll find some fantastic planners that serve their own specific niches in the Kansas City area. Don’t hesitate to contact us if you have any questions.

Common Questions Clients Ask Our Lee's Summit Certified Financial Planner®

  • Even though you are located in Lee’s Summit, can you serve clients outside of Lee’s Summit, MO?

    Certainly! Though many of our clients live in Lee’s Summit and the Kansas City metro area, we also offer financial planning services to clients throughout the country. To learn more about the virtual financial planning services we offer, contact us today!

  • What financial planning services do you offer?

    As a Certified Financial Planner® (CFP) in Lee’s Summit, MO, we provide 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 a more comprehensive overview of our financial planning services, visit our What We Do page!

  • Do you specialize in a specific financial planning service?

    At NextGen Wealth, our Certified Financial Planner® in Lee’s Summit, MO specializes in retirement planning to help bring peace of mind to our clients as they transition from work-life to retirement. To learn more about our retirement planning services, contact our financial planner in Lee’s Summit, MO today!

  • I am thinking about making a property investment in Lee’s Summit, MO. Can you help?

    Absolutely! With our real estate investment planning services, our Certified Financial Planner® in Lee’s Summit, MO will provide perspective and clarity throughout the process to help ensure your real estate property purchases are in line with your financial goals. For more information about our real estate investment planning services, contact our financial planner in Lee’s Summit, MO today!

  • What is the difference between financial planning and retirement planning?

    Great question! Financial planning includes all facets of an individual’s financial well-being such as estate and tax planning, insurance, investment management, and much more. Retirement planning is a little more specific to retirement transition planning, retirement income planning and investment management. Here in Lee’s Summit, MO, our Certified Financial Planner® can assist you with all of your financial and retirement planning needs!

  • Do you offer financial planning services to businesses in Lee’s Summit, MO?

    Yes! Our financial advisor has experience providing financial planning services to both individuals and small businesses throughout Lee’s Summit, MO. For more information about how our Certified Financial Planner® in Lee’s Summit, MO can help your small business, contact us today!

  • When should I start retirement planning?

    In our experience, we believe the best time to start your retirement planning is now! The sooner you start planning for retirement, the easier it will be to grow your nest egg and reach your financial goals. If you’re looking to get started with your retirement planning, contact our Certified Financial Planner® in Lee’s Summit, MO today!

  • How do I save enough for my child’s college education?

    In order to meet your savings goals, it is important to formulate a financial plan. Our Certified Financial Planner® in Lee’s Summit, MO can help you put together a college savings plan that works best for your family and your finances. To get started creating a plan for your child’s higher education, contact us today!

  • What is the difference between a 401k and a Roth 401k?

    Good question! The biggest difference between traditional and Roth 401(k)s is how they are taxed. Unlike traditional 401(k)s, Roth 401(k)s are taxed immediately upon investment, rather than taxed after funds are withdrawn. For help determining which account would work best for you, don’t hesitate to contact our Certified Financial Planner® in Lee’s Summit, MO today!

Ask Us a Question

Free Retirement Checkup™

Our free checkup will show you step-by-step how to reduce taxes, invest smarter, and optimize retirement income.

We want you to know exactly how we can help before you pay us a single dollar.

Get Your Free Retirement Checkup™

Content written by Clint Haynes, CFP® | Certified Financial Planner®

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