NextGen Wealth

We were not happy with our previous advisor. We met with several different companies. Clint really seemed to listen to our needs and goals. Others seemed to give use a scripted sales speech. If you are looking for financial severives Clint is your man. Excellent service. Excellent communication. Our first year with Clint was better than the last two years with our old advisor.
Mar 13th, 2024

We met with Clint approximately a year ago to discuss our retirement financial plan. We had experience with a couple of other CFPs and ended up with more questions than answers. Clint listened to us about our retirement goals, answered our questions, then works with us to achieve those goals. Nextgen Wealth offers a complete financial plan and Clint is great to work with. As a fiduciary planner he has our best interests in mind. He has guided us through financial planning, insurance review, estate planning and tax strategies. He is always prompt answering any questions. We also appreciate his book, magazine, and informative emails. With Clints help and advice we are looking forward to our retirement journey. Thank You Clint, The Christians.
Feb 2nd, 2024

I met Clint during a very difficult time in my life and needed someone to help me make a lot of decisions. Clint is not only knowledgeable, but he is compassionate and really cares about his clients. If he doesn't have an answer, he will seek out information and help in any way he can. Not only do I have a great person helping me with my financial future, I now have someone I consider a good friend.
Jul 8th, 2023

I recommend NextGen Wealth and Clint Haynes if you are in the market for a financial services advisor/partner. Clint is excellent at explaining the NextGen process and listens to the client regarding his/hers goals. He's been an active listener with me and has helped me to define my future financial and personal goals. His program demystifies the process, and I feel confident I'll be able to reach my goals with him as my advisor. I also appreciate the other services, such as estate planning, that he provides within his program.
May 24th, 2023

April 11, 2023 I recently contacted Clint Haynes, a certified financial planner and founder of NextGen Wealth in Lees Summit, Mo. I ran across NextGen Wealth while doing a search for an important income tax-related subject that has been vexing me and was not explained in ordinary language anywhere online until I found a blog post written by Mr. Haynes on the nextgenwealth.com website. The subject concerned IRS taxes owed on ordinary income as opposed to taxes owed on long term capital gains and qualified dividends. These are taxed differently but exactly how is what I wanted to know. In his post, Mr. Haynes clarified the issue and gave examples that answered my questions. I followed up with a phone call to NextGen Wealth hoping I would be able to speak with Mr. Haynes directly as I wanted to confirm my understanding of what he had written and because I had some other questions about retirement. My call was answered by a very friendly and professional person who put me through to Mr. Haynes. We had what was for me a quite illuminating ten or fifteen minute conversation on both the original subject of my call and some additional questions I had about retirement and wealth management which, as a certified financial planner, is in his wheelhouse. . Mr. Haynes emphasized that he was not an accountant and was not qualified to give tax advice. But given the several hours I spent online including with the IRS and major accounting firms, trying and failing to get some basic information about tax ramifications of different categories of income, and then realizing how concisely Mr. Haynes wrote on the subject that concerned me, I concluded that he was brilliant and trustworthy. As such I would certainly recommend Mr. Haynes to anyone who needs the services of a financial planner.
May 2nd, 2023