Business Information
At NextGen Wealth, our passion is serving as a trusted financial advisor for individuals looking for expert financial and retirement planning. Located in Lee’s Summit, MO, we are a financial planning and investment management firm whose founder is a Certified Financial Planner® (CFP®) and fiduciary. Through technology and innovation, we help our clients in the Kansas City metro and nationwide find their path to financial independence. We create custom financial plans catered to each client’s unique needs including retirement planning, college savings, budgeting, and more. We work with our clients through the investment and wealth management processes to ensure they receive the true value of a full-service financial advisor.

NextGen Wealth Owner, Clint Haynes

Clint Haynes, NextGen Wealth

NextGen Wealth Office

Clint Haynes cfp owner

Opening Times
Mon-Fri 7am-7pm, Sat 9am-12pm, Sun Closed

Payment Methods Accepted
Check, Invoice

Additional Websites

https://www.nextgen-wealth.com/financial-planning-services

Email Addresses
info@nextgen-wealth.com

Services:
Financial Planning, Retirement Planning, Investment Management, Insurance Planning, Tax Planning, Estate Planning, College Planning

Languages:
English

Established:
2014

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