Address: 405 SW Waterfall Ct, Lee's Summit, MO 64081, USA
Phone: +18162874780
Sunday: Closed
Monday: 8AM–5PM
Tuesday: 8AM–5PM
Wednesday: 8AM–5PM
Thursday: 8AM–5PM
Friday: 8AM–5PM
Saturday: 9AM–12PM
Steve Cockrell
Clint is honest, smart, professional and he gets results. What more could you ask for in a trusted financial planner!
Justin Beal
Have been a client of Clint's for a few years and greatly appreciate his advice, knowledge and understanding of his clients needs.
Jennifer Buske
We have been clients of NextGen Wealth for almost 5 years. The customer service is top notch with results that you will sing praises about! Clint will really take the time to make sure he understands your family's needs and goals to set you up for success. We love the ability to call someone who knows our personal situation and can continue to help guide us with any financial decision we may need to make all while explaining it in terms we understand. We never have to worry about our finances because we know NextGen is keeping an eye on things. I recommend them all of the time to people I know. I HIGHLY recommend using NextGen for all of your financial needs!
Timothy Smaby
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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We offer the full spectrum of retirement planning, financial planning, and wealth management for individuals. We do not have a one-size-fits-all approach. Rather, through collaboration with our clients and discovering their short-term and long-term goals and desires, we develop a unique and customized retirement plan for each of our clients.
Absolutely! We can help with budgeting and cash flow management on both a personal level, as well as on a business level if you are a small business owner. Both budgeting and cash flow management are exceptionally critical to financial success, and it never hurts to have a second set of eyes to guide you and present various options for the future.
It’s important to note that being a financial advisor does NOT mean the individual is a fiduciary. A fiduciary has the highest set of standards including pledging an oath to always put your interests above all others. Our primary Certified Financial Planner, Clint Haynes, CFP®, is a fiduciary and abides by these higher standards.
Your financial plan and investment strategy directly impact your taxes whether you realize it or not. As such, having a Certified Financial Planner (CFP®) assist with the tax planning process leads to various efficiencies and a robust strategy where both your financial plan and tax plan are aligned, often resulting in money saved. However, we do not replace the need for an accountant as it relates to preparing and filing your taxes.
If desired, we can certainly perform a review of your investment portfolio and financial plan to make sure you are getting the best service possible. It never hurts to get a second opinion on one of the most impactful aspects of life – your finances and investments.
Great question! We actually have an entire page on our website called Pricing that is dedicated to making our pricing and fees as transparent as possible – we encourage you to check that out. Note that we are extremely cognizant of all fees and do our best to keep our prices as low as possible.
We certainly serve as a financial planner for individuals, but we also have an entire service offering dedicated to helping small businesses including business strategy development and consulting, cash flow consulting, risk management, and more!
Absolutely! While we are located in Lee’s Summit, MO (a suburb in Kansas City), we actually serve clients all over the nation. The continual advancement of technology has made it just as easy to work with clients 1,000 miles away as a client only 10 miles away.
Yes, the owner of NextGen Wealth and primary financial advisor, Clint Haynes, CFP®, is a Certified Financial Planner® (CFP®).
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