Our Vision
At Next Gen, we empower young professionals in their 20s-40s to build confident financial futures through personalized guidance and innovative solutions. We believe financial planning shouldn't be complicated or expensive, and should be accessible to everyone.
Who We Are
Our team of experienced financial planners are passionate about helping clients achieve their financial goals. We are:
- Client-Focused: We prioritize your needs and interests, putting your best interests first.
- Fiduciary: We hold ourselves to the highest ethical standards, always acting in your best interests and disclosing all fees and potential conflicts of interest.
- Fee-Only: We are committed to transparency and accountability, receiving compensation only from clients through a transparent fee structure.
What We Do
We offer a comprehensive range of financial planning services to address your unique financial goals and challenges. These include:
Financial Planning
- Goal-setting and financial analysis
- Investment planning for retirement and other goals
- Tax planning and optimization
- Debt management and budgeting
- Comprehensive estate planning
Investing
- Diversified and low-cost portfolio construction
- Tax-smart investment strategies
- Access to research-backed funds and ETFs
Student Loan Guidance
- Refinancing and repayment strategies
- Understanding income-driven repayment plans (PAYE, ICR)
- Applying for student loan forgiveness programs
Tax Planning
- Maximizing deductions and credits
- Addressing complex tax situations related to equity compensation
- Staying compliant with ever-changing tax laws
Estate Planning
- Creating a will and power of attorney
- Establishing trusts and other estate planning documents
- Reviewing beneficiary designations for financial accounts
Our Approach
We believe in a holistic approach to financial planning that considers your entire financial life. We take the time to understand your individual goals, values, and circumstances. We work with you to create a personalized plan that aligns with your life stage, priorities, and financial situation.
Ready to Take Control of Your Finances?
Schedule a complimentary consultation with Next Gen today and take the first step towards a secure and prosperous future.
Highly Recommended Financial Planners
Excellent Service and Expertise
The financial planners at Next Gen Financial Planning (NGFP) have received rave reviews for their exceptional service, expertise, and commitment to their clients' financial well-being. Reviewers praise the team's ability to provide personalized guidance, answer questions, and create tailored financial plans that align with their goals and lifestyle.
Key Strengths
- Friendly and knowledgeable staff, particularly Steven and Mike
- Attention to detail and ability to explain complex financial concepts in an understandable manner
- Commitment to long-term relationships and lifetime resource for clients
- Patient and thorough approach to financial planning
- Ability to provide peace of mind and confidence in financial decision-making
Positive Experiences
Reviewers have had overwhelmingly positive experiences with NGFP, citing the team's ability to help them make informed financial decisions, provide guidance on long-term financial planning, and offer a personalized approach to investing.
