About Company

NextGen Wealth is a fee-based, fiduciary financial planning firm based in Lee’s Summit, Missouri that specializes in helping individuals within five years of retirement craft comprehensive retirement transition plans. NextGen Wealth focuses on personalized planning that addresses financial, mental, social, and physical aspects of retirement, provides services including investment management, estate and tax planning, Social Security and Medicare strategy, Roth conversion planning, and employer retirement reviews, and uses tools such as the Retirement Checkup™ and the COLLAB Financial Plan to deliver organized, actionable guidance. The company is led by founder Clint Haynes, CFP®, serves clients locally and virtually across multiple states, and centers its work on putting client interests first so clients can retire with clarity, confidence, and peace of mind.

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