NextGen Wealth

Lee's Summit, United States

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Description

Specialties

At NextGen Wealth, our passion is serving those individuals who do not think they have the assets or the need for a financial planner. We are a financial planning and investment management firm with an emphasis on serving the successful business professional, entrepreneur or small business owner. Through technology and innovation, we help our clients find their path to financial independence. Our mission is to help our clients in their search for financial independence.

History

Established in 2014.

After being in the industry a few years, it became quite apparent to me that if you didn’t have a $ 1,000,000 or $ 2,000,000 in investable assets, you weren’t going to get much help from the majority of financial planning firms out there — and if you did, most likely it was going to be the same generic advice they give to anyone no matter their situation.

With that being the case, I wanted to create a practice that was centered on working with individuals who didn’t exactly fit that mold, but were certainly on their way and needed quality individualized planning advice — the truly overlooked and underappreciated. So that’s exactly what I did in creating NextGen Wealth, where we specifically cater to successful business professionals, entrepreneurs and small business owners.

It’s been an exciting calling as I’ve been able to build a great financial planning practice working with individuals and families who are all going through similar situations and share many of the same needs,

Meet the Business Owner

Clint H.

Business Owner

Clint Haynes is Founder of NextGen Wealth and has been in the financial planning/​investment management industry since 2001. He brings a genuinely unique approach that plays a critical role in developing comprehensive financial plans that grow, adapt and change over time, right alongside each of his clients. Through a holistic financial planning process, he prides himself in truly being the clients’ Chief Financial Officer. By providing an unmatched standard of service to every client, Clint firmly believes in and practices a Client First mission.

Clint grew up in the Kansas City area, graduating from Missouri State University. He currently resides with his wife, Christa, in Lee’s Summit. Clint is involved with many organizations in the area including his church and the Rose Brooks Center, a domestic violence shelter. In his spare time, he enjoys attending sporting events, playing golf and trying new restaurants with his wife.