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INDIVIDUALS

INDIVIDUALS

Planning for your future involves making educated decisions about managing your wealth and savings. We have the knowledge to guide you through the complex road map of investments in today’s financial market.

FAMILIES

FAMILIES

Years of experience have prepared us to help protect your family through the ins and outs of life's many changing events. Whatever your unique situation, we have the experience and financial solutions designed to help.

BUSINESSES

BUSINESSES

No business plan is complete without a financial strategy for the unexpected. We can help ensure that the business protection needs that are critical to the long-term success of your business are taken care of.

Ready to Automate Your Investment Strategy?

Ready to Automate Your Investment Strategy?

At Nex|Gen ℠ we are using the latest technology in automated wealth management to create a personalized portfolio. Based on your goals, investing time horizon, and risk preference, we’ll create a customized investment allocation and road map to help you reach your retirement goal.

Our sophisticated investing platform finds opportunities to improve your portfolio and keep your investments on track through daily monitoring, automated re-balancing, and tax-aware investing.

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Your Personal Financial View

Your very own personal financial website. As you work with one of our Financial Advisors, you will receive access to our technology platform that puts your key financial data and critical documents all in one place! You can log-in at any time to see all of your bank, investment, and retirement accounts, as well as your progress toward the goals we establish together.

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Do You Need Life Insurance?

Do You Need Life Insurance?

If you have anyone that depends on you financially or if you don’t want to leave your loved ones with burial costs or debt, then the answer is yes. And if you’re just starting out and want to lock in an affordable rate for when you have a family, different types of life insurance can help with that, too.

Our process is simple and can be completed from the comfort of your home or office. You will be provided an immediate quote for your life insurance coverage, and if you would like to move forward, the application is online with an instant decision on your policy.*

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Talk to a Nex|Gen ℠ Professional

We believe the first step to financial success is gaining clarity and control around your situation, so speak to one of our advisors at a time that works for you. That's right, we’re ready to meet with you at any time and are committed to helping you secure your future.