Helping you build a retirement with pleasure, purpose, and peace of mind.
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Helping you build a retirement with pleasure, purpose, and peace of mind.
405 SW Waterfall Ct, Lee’s Summit, MO 64081
Yes
Missouri State University, Bachelor's Degree, Finance, General
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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.
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.
April 11, 2023
I recently contacted Clint Haynes, a certified financial planner and founder of NextGen Wealth in Lee’s 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.
Clint has been very helpful, always willing to answer our questions quickly and we know he has our best interest in mind. He helped us through a stressful time figuring out our financial future, since I retired earlier than we were expecting.
I have only been with NexGen Wealth for relatively short period of time but my portfolio is looking much better than it did with my former financial advisor. That makes me a very happy camper. Thanks for all you do, Clint. I really appreciate it!
We feel fortunate that we found Clint. He is always on top of our situation and has the answers to our questions as we are moving closer to retirement.
His book ” Retirement the Right Way: How to Retire with Pleasure, Purpose, and Peace of Mind was such a great read and helped us solidify some important decisions and made us think stratigically about some things that we hadn’t yet thought about.
Clint has always communicated and been very helpful with our decision making process, and contributed outside resources and planted just the right people in our path as we take this life journey to our retirement.
His thoughtfulness and going out of his way to make sure that things are taken care of means a lot to us and you just don’t find that in business much anymore.
We are thankful and appreciative of all that Clint does.
Called into NextGen wealth spoke with a lady, I asked if there would be time to speak with a financial advisor today. She told me that she would check after she got some information she asked some basic questions then told me to visit there website to see if they would be a good fit for us and then give them a call back. What a brush off. They can’t be bothered to even set an appointment to see what my needs are. I can get better service from McDonald’s.
Clint takes a strategic approach to comprehensive financial planning through all stages of your financial life. Staying up to date with different investment strategies, he tailors his approach customizing to each clients specific goals and needs. Really enjoy his regular market commentary specific to market trends, education and sharing his insights with clients. Highly recommend Clint Haynes and NextGen Wealth!
Clint is honest, smart, professional and he gets results. What more could you ask for in a trusted financial planner!
Have been a client of Clint’s for a few years and greatly appreciate his advice, knowledge and understanding of his clients needs.
We have been clients of NextGen Wealth for almost 5 years. The customer service is top notch with results that you will sing praises about! Clint will really take the time to make sure he understands your family’s needs and goals to set you up for success. We love the ability to call someone who knows our personal situation and can continue to help guide us with any financial decision we may need to make all while explaining it in terms we understand. We never have to worry about our finances because we know NextGen is keeping an eye on things. I recommend them all of the time to people I know. I HIGHLY recommend using NextGen for all of your financial needs!
I have been a client of NextGen Wealth for more than a year and a half and am extremely satisfied with all of the services that Clint has provided for me. He is very knowledgeable about all aspects of the financial services industry. He is also very professional and very responsive. He always follows up on my requests, and gently reminds me when he needs something from me. I trust him completely with my personal finances. On top of that, he is a genuinely nice guy and a pleasure to work with
I would highly recommend NextGen Wealth without reservation to anyone who is looking for an experienced and trusted financial advisor.
As I was searching for information on capital gains, I came across the Next Gen website. I called for more details and spoke to Clint Haynes. Clint was very helpful in explaining the tax ramifications of the current and potentially future capital gains rules. He also followed up quickly with further information and a referral for more professional advice. I was very impressed with his active listening, his quick understanding of my needs and his thoughtful and informative responses to my questions. Thanks Clint!
Clint did a great job helping me with my investments. He is very knowledgeable and easy to work with. I would recommend him to anyone looking for an investment advisor.
Clint responded as soon as I made contact about wanting to look over my retirement equities. I am 61 and have had to start over with my nest egg the past 7 years, so have been socking away what I could into high yield/high risk funds. Clint helped me with a State retirement fund, and provided useful direction with Social Security and investments. Very personable!
Clint was great, even though I did not meet some of the financial “requirements” (and as he explained, I would not benefit from a financial adviser at this time), he still took 30 minutes out of his day to discuss my situation and give me tips on how to start off on the right foot.
I highly recommend him based on his good character and sound advice, I would love to work with him in the future!
My husband and I were referred to NextGen and Clint just recently. After meeting him and listening to his vision for his clients, we knew he was the one to handle our portfolio. He is passionate about his work and you just know he will be there for you. I could email him anytime with any question or thought no matter how trivial and know I will get a prompt response. This is really the first time I felt that someone really does have our back in this land of retirement. Thanks Clint.
Clint was very personable and able to help send me in the right direction with my question on an existing retirement account. He was helpful, to the point, and offered to follow up with me even though I could have done everything on my own. I left feeling like I had a plan and could call on him anytime.
Clint is the best! I call or email and receive a very quick response. He is knowledgeable and is happy to explain in further detail when needed. Who would have thought that working with a Financial Adviser would be so enjoyable!
Clint is awesome! I called needing advice on what to do with my current IRA that hasn’t made any money in the last two years (with a different investment company) and some excess funds from selling our home. He laid out a great plan, advised me of a good rule of thumb on what to keep readily available, what to put into an online savings with a higher interest rate, and what to do with my IRA online myself. He was very prompt on calling me back even though he technically was working for free giving me this advise! He could have taken our money and charged us fees etc, but instead he educated me on how to do it myself which is so appreciated. He also said to give him a call once my IRA rollover is complete and he can walk me through how to invest it. Again, he is doing this for free because I’m not investing with him. However, by helping me out with this I will highly recommend him to family and friends! And I don’t mean this to sound like he didn’t want my business because I definitely didn’t get that vibe. He was just giving me advise that best fit our specific situation. So glad I gave him a call!
Clint’s Financial Freedom Blueprint Course is a fantastic toolset. It’s specific, actionable, not vague and extremely comprehensive. Worth the time and investment to be more in control of your finances. He takes you step by step and even offers a guide that you can use well beyond the completion of the course. Definitely recommend NextGen Wealth!
Clint is great to work with and ensures you know all the options. Clint keeps information flowing through communications on a regular basis along with his monthly Financial Insights. Can’t go wrong with Clint!
Clint is a true professional. He is prompt with response and very friendly and approachable. He clearly has a healthy amount of patience as I ask lots of questions- always kind and receptive!
He’s always on top of things, really fast response and great communication. I definitely recommend Clint!
My wife and I turned our investment portfolio and personal finances over to NextGen in March 2018 and have really appreciated the individual attention Clint gives his clients. Clint and I are the same age, we’re going through the same life events with our growing families, we have similar retirement goals, and we have similar investment philosophies and temperaments needed for today’s markets. My wife and I had been saving for retirement for many years prior to meeting Clint but we made the decision to find a new retirement planner and move our $ from Wells Fargo, where I felt like just another small-potatoes peon. We interviewed several different CFPs before NextGen, and it was an easy decision to go with Clint as “our guy”. NextGen doesn’t just take your money and invest it, they look at your overall financial picture – including your spending – and find ways to save that you never really considered, or never would have taken the time to research yourself. I thought we were prepared and in relatively good shape for a married couple in their late 30s. In reality, there were some gaping holes in our financial picture that NextGen helped us identify and fill. Clint is always responsive to any questions or concerns I have and its reassuring to know that if something unexpected happened to me, my wife can count on Clint to help her figure out the next steps financially and not be stuck making difficult decisions on her own.
We are excited and relieved to be invested with someone who has the same mentality about not only our retirement end game, but also the long and arduous path to get there.
Clint is great to work with!
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.
Clint was wonderful help in getting me started with my retirement. Didn’t think we could! He has been awesome help and always there to assist. Would and have recommended him to family and friends.
Clint has been amazing to work with. My wife and I have moved all of our investments over to NextGen because of him. He’s smart, honest, sincere, and always has time for us. Even if its a quick, random question – Clint’s our go to guy.
Excellent advice with OUR best interests truly sought after. Great communication at all times with top notch service!
Clint has been fantastic to work with for over a year. His advice is thoughtful, specific to the individual/family, and the plan is simple to follow. Clint gives great advice, and it’s up to you to execute it. He will walk you through step by step, and make things seamless with online access and tools. I would highly recommend NextGen Wealth for anyone wanting honest feedback and advice from a local CFP.
Clint and team personify professionalism. Great communication. Easy to work with. Straight forward advice. Excellent team.
Clint has been invaluable, working with my wife and I to map out a financial plan for my family and he is my first phone call as that plan inevitably changes and evolves. He has our best interest at heart and I have complete confidence in his expertise.
We would highly recommend Clint. He always keeps us updated and welcomes any questions or concerns we may have. Very honest and sincere person.
Working with Clint has been an absolute pleasure. His knowledge and expertise was apparent in putting us on a financial plan for our future retirement as well as our child’s future education. Clint made the process virtually effortless since he personally filled out and set up our investment accounts. The only thing that we were required to do was review and sign. Clint’s honesty and his sincere desire to help is why I would recommend NetGen Wealth to anyone.
My wife and I have worked with NextGen Wealth for about 3 years now. Clint has always been very good at communicating his strategy and is always just a phone call away. I would highly recommend this firm.
I would recommend NextGen to anyone needing financial advice.
NextGen takes care of our companies 401k and the service and follow up that Clint has given us is unmatched among other professional services we have contact with. I would recommend this firm to anyone or any company seeking investment council.
An extremely dedicated and honest financial planner. I highly recommend him.
Very honest, and great to work with.
Clint Haynes at NextGen is the ultimate professional. His knowledge of the financial markets combined with his passion to help people make him an invaluable tool for my family’s future. I highly recommend Clint for financial planning needs.
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