NEX|GEN was created for you, with people who have your best interest in mind. We want to help you understand your finances and how to make your money work for you. Our motto is “Work smarter not harder” same goes for your money.
With a little help from our friends we’ve created a dream team of professionals from all walks of life to help you achieve your financial dreams.
You don’t have to be a financial extraordinaire to understand the market. We’ll help you figure out how to allocate your money for whatever dream you have, from buying your first house to tackling student loans. We are her for you! We have the experience, talent educational tools to achieve your goals, and also understand exactly how your money is working for you.
A conversation is all it takes to get started. How simple is that. We will provide you with a clear vision to achieve your financial goals.
NEX|GEN, is the next generation of financial advisors, we were created for young investors and your unique needs. NEX|GEN rebels against the traditional financial experience of our prior generations, we are not your parent’s financial advisor. We are the generation of podcasts, online shopping, and Google searches. So why shouldn’t your financial experience be the same, just a swipe and click to keep you on track with your financial goals. Whether you want to travel to the Himalayan Mountains, buy a condo in the city, or lower carbon emission with a Tesla, NEX|GEN financial professionals will build a plan to help you realize your vision and stay on course. At NEX|GEN we know you by name and recognize your financial milestones. After all, reaching financial goals deserves a celebration. We know you are busy so reaching us is as simple as clicking below, the rest is…well “easy peasy”!
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.
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.
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.*
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.