I first read about Clint and NextGen in an article in MONEY magazine. I engaged him to assist my wife and I in our retirement planning. I wanted a comprehensive plan, including a budget, investment advice, an analysis of the best time for us to take Social Security, etc.
We were so impressed with the outcome. We received answers to all of our questions in a very comprehensive retirement plan. It also included ways to improve our financial health, ie, higher interest on our savings account, etc.
Given our satisfaction, we then decided to turn over our investments (retirement accounts) to Clint and his affiliated partners, Loring Ward and Schwann. Over the last 8 months, we have seen a significant increase in our percentage of growth and a centralization of our retirement accounts so that I can better track it.
I strongly encourage anyone to seriously consider Clint and NextGen, without hesitation, for their financial planning needs.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.