Products and Services offered

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.

Business Hours:
M-F 8am-5pm, Sa 9am-12pm, Su Closed

Categories:
Financial Services,Investment advisory service,College Financial Planning Services,Stock Brokers,Stock & Bond Brokers

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