Founder, Financial Planner
Clint Haynes is a fiduciary financial advisor in Lee's Summit, MO. NextGen Wealth specializes in comprehensive financial planning to help clients plan, grow and protect their assets through all stages of life. As a fiduciary, Clint Haynes has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.
Who am I? It seems like I can be many different things depending on the day... I’ll stick with my professional title of Financial Planner (although you could go with Financial Advisor, Financial Consultant, etc., but they’re really all one in the same). I’ve actually been in the financial planning and financial services industry here in Kansas City since 2001. It’s all I’ve ever known as a career choice and I hope it stays that way for as long as I’m capable. So if you are still reading my profile (appreciate it), you’re probably thinking to yourself that you know all kinds of financial planners or financial advisors and most seem to be no different than the next. I would agree with you in that assertion as it’s definitely true for many individuals in the financial planning field. With that said though, please check out my experience and I will do my best to differentiate myself.
I am married to my best friend, Christa. We live in Lee’s Summit, MO and I grew up right down the road in Raymore. Christa actually grew up in Wichita and crazy enough I actually knew her parents before I knew her. We love food, wine, and hanging out with friends. Thanks again for viewing my profile and I hope you check out the rest.
Clint Haynes's fiduciary obligation is governed by:
At NextGen Wealth, our passion is serving those individuals who do not think they have the assets or the need for a financial planner. We are a financial planning and investment management firm with an emphasis on serving the successful business professional, entrepreneur or small business owner. We help our clients create a personalized vision statement that will allow for the achievement of both short and long-term financial goals.
The personalized vision statement is truly a living breathing document that helps us to assist our clients in comprehensive cash flow analysis, complete financial automation, debt review and recommendations, retirement savings, college savings and much more. To us, it’s not just about managing your investments, and while that is important, it’s merely a slice over the overall financial planning pie.
As you can see by checking out our Home Page, we built this firm to serve those who truly are overlooked and underappreciated by so many firms out there today. While they may not have hundreds of thousands of dollars in assets right now, they are certainly on their way, so why not be able to provide them the same financial planning experience they deserve, which will only help them to achieve their goals ever sooner.
We love that our clients are all very similar in age and circumstances as it allows us to tailor a plan that is very specific to their individual needs. We’re able to provide fantastic insights to our clients because it’s very likely we’ve already had another client go through the exact same situation.
We take pride in professionally supporting, educating, and providing informed direction to our clients. Do you think you’re getting the help you need from you current financial planner? Are you not sure if you’re in need of a financial planner yet? Please feel free to contact us and we’ll be happy to help out and provide with some great direction.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Clint Haynes is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Clint Haynes is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Clint Haynes is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Clint Haynes
405 SW Waterfall Ct
Lee\'s Summit, MO 64081