Planning
A financial plan can help you get your financial life organized, identify and manage risks, develop an appropriate investment strategy, get on track toward achieving your goals.
Insurance
We’ve got you covered! We know you have loved ones depending on you, whether it’s your spouse, kids, or parents, we will match you to the plan that makes sense for your situation. From life insurance, homeowner’s insurance, auto insurance and even disability insurance- we’ve got your back. We will walk you through everything you need to know and offer you free tools to assist you in the process.
Investments
We know not everybody is Bobby Axelrod and that’s where we come in! Everyone must start somewhere and that is here with Nex|Gen! Don’t worry if you are trying to learn what a ticker symbol is or the difference between a stock and a bond- that’s why we are here at Nex|Gen to help you along your journey. From creating a budget, paying down credit cards and student loans to setting up a Roth IRA account (what’s a Roth? We will teach you) it’s all about taking the first steps and getting started. Let us guide you step by step and provide the educational tools so that you are clear on how your money is working for you. At Nex|Gen we will customize a financial plan that will help you stay on track on whatever goals are important to you.
Financial Education
Like we said, we are not your parent’s financial advisor so let’s let go of stereotypes and let’s have a real conversation about what achieving financial wellness really means. We cover a broad range of quick fun webinars to help you navigate the topics that might interest you? Check out our webinars below: