NextGen Wealth
About the Business
At NextGen Wealth, located in Lee's Summit, Missouri, we are a comprehensive financial planning institution specializing in helping individuals prepare for retirement. Our Certified Financial Planners® work with clients to create personalized retirement transition plans that cover not only finances but also mental, social, and physical aspects of retirement. We prioritize adding real value to our clients' financial lives, ensuring they are well-prepared for the next stage of their lives. Our services include retirement planning, investment management, Social Security scenario planning, Medicare planning, and more. As a Registered Investment Advisor, we are legally bound by the fiduciary standard to always act in our clients' best interests. Whether you are in Kansas City or anywhere in the nation, we are here to help you retire comfortably and confidently. Contact us today for a free Retirement Checkup™ and start planning for your future with peace of mind.
Photos
Location & Phone number
405 SW Waterfall Ct, Lee's Summit, MO 64081, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
9:00 AM - 12:00 AM
Sunday:
Closed
Reviews
"We met with Clint approximately a year ago to discuss our retirement financial plan. We had experience with a couple of other CFPs and ended up with more questions than answers. Clint listened to us about our retirement goals, answered our questions, then works with us to achieve those goals. Nextgen Wealth offers a complete financial plan and Clint is great to work with. As a fiduciary planner he has our best interests in mind. He has guided us through financial planning, insurance review, estate planning and tax strategies. He is always prompt answering any questions. We also appreciate his book, magazine, and informative emails. With Clint’s help and advice we are looking forward to our retirement journey. Thank You Clint, The Christians."
"I met Clint during a very difficult time in my life and needed someone to help me make a lot of decisions. Clint is not only knowledgeable, but he is compassionate and really cares about his clients. If he doesn't have an answer, he will seek out information and help in any way he can. Not only do I have a great person helping me with my financial future, I now have someone I consider a good friend."
"I recommend NextGen Wealth and Clint Haynes if you are in the market for a financial services advisor/partner. Clint is excellent at explaining the NextGen process and listens to the client regarding his/hers goals. He's been an active listener with me and has helped me to define my future financial and personal goals. His program demystifies the process, and I feel confident I'll be able to reach my goals with him as my advisor. I also appreciate the other services, such as estate planning, that he provides within his program."
"We feel fortunate that we found Clint. He is always on top of our situation and has the answers to our questions as we are moving closer to retirement. His book " Retirement the Right Way: How to Retire with Pleasure, Purpose, and Peace of Mind was such a great read and helped us solidify some important decisions and made us think stratigically about some things that we hadn't yet thought about. Clint has always communicated and been very helpful with our decision making process, and contributed outside resources and planted just the right people in our path as we take this life journey to our retirement. His thoughtfulness and going out of his way to make sure that things are taken care of means a lot to us and you just don't find that in business much anymore. We are thankful and appreciative of all that Clint does."
"I have been a client of NextGen Wealth for more than a year and a half and am extremely satisfied with all of the services that Clint has provided for me. He is very knowledgeable about all aspects of the financial services industry. He is also very professional and very responsive. He always follows up on my requests, and gently reminds me when he needs something from me. I trust him completely with my personal finances. On top of that, he is a genuinely nice guy and a pleasure to work with I would highly recommend NextGen Wealth without reservation to anyone who is looking for an experienced and trusted financial advisor."
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