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Our Services

Talented and committed advisors play a critical role in the success of your personal needs.

Planning

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.

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Financial Planning

We create strategies that are tailored to your needs and goals.

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Retirement Planning

Years of experience have prepared us to guide you through your life transitions.

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Wealth Planning

Trust. Honesty. Integrity. These are the values we live by everyday.

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Estate & Tax Planning

We create strategies that are tailored to your needs and goals.

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Business Planning

Years of experience have prepared us to guide you through your life transitions.

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Education Planning

The greatest gift to give your children is knowledge.

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Special Care Planning

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Insurance

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.

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Investments

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.

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Financial Education

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:

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Our Process

We create strategies that are tailored to your needs and goals.

Student Loans

We get it- coming out of college with a large debt can be rough. Let us help! We have programs to help you manage your student debt or even refinance it to save you money. Sounds like a plan? Sure is – call us today to get started!

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Insurance Plans

Finding the right insurance can be tricky. There are so many factors to consider. Call us today to find the right plan of action for you!

Retirement Ready

Retirement? But that’s SO far away! Yes it is, but if you start preparing now you will have what you need when it comes time to retire without having to worry; did I save enough, did I do enough, will my money run out. Those are things that you should think about now so when you are retired you can just relax and enjoy it- I mean you did work hard to get there!

Buying A House

Looking to buy your first house? Let us help!!! No, we are not in the Real Estate business but we can help you allocate your money and budget so you can afford your first home!!