NextGen Wealth of Lees Summit

NextGen Wealth of Lees Summit is a financial planner in Lees Summit, MO. The firm provides financial planning services to individuals and businesses in Kansas City and virtually across the country. Led by Clint Haynes, CFP®, the firm specializes in helping clients navigate the transition into retirement through comprehensive planning that addresses financial, mental, social, and health-related changes. The business maintains a 4.80 rating.

The firm utilizes a patented COLLAB Financial Planning Process™ to develop personalized solutions for its clients. This approach begins with priority goal setting to identify what is most important to the individual before focusing on the larger financial picture. While the team does not write estate plans or file taxes, their services include estate and tax planning coordination to ensure clients can enter retirement with confidence. The practice was founded with a mission to provide transparent, high-quality service that prioritizes the client's interests above all else.

Located on SW Waterfall Ct, the office is situated near the Winterset Park Nature Area and is a short drive from Cedar Creek Elementary School and Charles David Hartman Park. The area is also close to the Bethany Falls-Middle Creek Limestone Cliffs and the Cedar Creek river.

NextGen Wealth is recognized for its commitment to transparency regarding fees and its dedication to building long-lasting relationships based on trust and communication. The firm is known for its focus on helping clients organize their finances and create sustainable plans to ensure they do not outlive their money.

NextGen Wealth of Lees Summit provides dedicated financial guidance and retirement preparation for the local community and beyond.