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Launch of NextGen Financial Planning Firm
NextGen Wealth is taking financial planning to the next generation
Clint Haynes, founder and financial planner, has been in the financial services industry since 2001. “After being in the industry for a few years, it became quite apparent that if you didn’t have $1,000,000+, you simply weren’t a “good” client for most firms. With that being the case, I wanted to create a practice that was centered on working with individuals similar to me and my age demographic, who truly were (and still are) overlooked and underappreciated.”
At NextGen Wealth they specifically cater to younger professionals, entrepreneurs and business owners with the majority of their clients being in their late 20’s, 30’s and 40’s.
“It’s been an exciting calling working with individuals and families going through similar situations who share many of the same needs, wants and goals. Plus, we are one of the select few firms in the United States that specifically caters to this younger/mid-
NextGen Wealth is a Registered Investment Advisor utilizing Charles Schwab as its custodian for client assets. Through technology and innovation, they strive to help clients find their path to financial independence.
- Personalized Vision Statement
- Financial Automation
- Personal Financial Dashboard
- Account Aggregation
- Behavioral Investment Management
For more information, please visit http://www.nextgen-