NextGen Wealth Information

At NextGen Wealth, our passion is serving those who want the real benefits of working with a true comprehensive Certified Financial Planner® – both in Kansas City and virtually across the country. We aren’t here to overwhelm you or make you feel inferior. We are here to add real value in your financial life. That means better financial organization, creating a plan for your retirement and, most importantly, making sure you don't outlive your money. On top of all of this, we will be with you every step of the way. Working with a financial advisor doesn’t have to be the stereotypical way of the past. There is a better way and that starts with putting your interests first and foremost. At NextGen Wealth, we partner with you on your journey to retirement relaxation. As you have probably already experienced, this is a journey where you’ll have plenty of ups and downs along the way. It can be hard to stay on track and sometimes you might feel the need to completely give up and start over. That’s where we come in with the creation of your personalized COLLAB Financial Plan which will help you create your perfect plan for retirement. Your plan is where real value is added on this voyage. It will help bring you complete organization and peace of mind that you're able to retire comfortably and confidently. If this has been on your to-do list for way too long, then let us help you get organized and take that burden off your shoulders. The peace of mind knowing exactly what you need to be doing in your financial life in order to achieve the goal of retirement can truly do wonders for all other aspects of your personal life. Let us help you today.