If you're within a few years of retirement, you're going to have a lot of questions to make sure you're prepared. What should I do mentally, socially and physically to ensure I'm living my best retirement?. For some, the transition to retirement can be relatively seamless. For others, it can really be a struggle to make the adjustment.
The unknowns of what retirement will look like and how best to transition into it can be scary. However, it's important to know that it's completely normal and we're here to help. We help individuals just like you craft a truly comprehensive retirement transition plan that not only covers your finances, but also prepares you for the mental, social and physical/health changes that will happen as well.
The unknowns of what retirement will look like and how best to transition into it can be scary. However, it's important to know that it's completely normal and we're here to help. We help individuals just like you craft a truly comprehensive retirement transition plan that not only covers your finances, but also prepares you for the mental, social and physical/health changes that will happen as well.
Services
If you're thinking about retiring and want to ensure that you won't outlive your money, then you've come to the right place. So, who are we? If we want to speak in industry jargon, then you might call us a financial planning and investment management firm. However, that sounds a little boring and, I'm guessing, doesn't do a whole lot for you to get to know us better.
I am married to my best friend, Christa, and we had our first child Harper on my 40th birthday (the best gift I could ever get!). We live in Lee's Summit, MO, and I grew up right down the road in Raymore. Christa grew up in Wichita and crazy enough I actually knew her parents before I knew her. We love food, craft beer, and traveling.
Whether your goals include planning for retirement, educating your kids, advancing your career, or strengthening your community, we see things from a perspective that involves understanding and unity. We simplify the process of working alongside us by charging fees for our services that are readily transparent.
That a financial plan should always serve as the foundation from where all other financial decisions are made. No successful business was ever created without first having a plan in place, so why would your financial life be any different? If you don't have a plan then how do you know where you're going or when you've arrived?
At NextGen Wealth, we believe in working with individuals we can best serve. And, believe it or not, that doesn't include anyone and everyone. It doesn't make sense for us to try and work with everyone when there might be another financial planner that would be a better fit. That's okay with us because we know you'll be better served with someone who specializes in your particular situation.
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