Providing Wealth Management Solutions
Promoting our clients' financial well-being over both the short and long terms is our goal and mission at Nextgen Wealth Counselors LLC. We offer quality financial portfolio management services, including cash flow analysis, for all of our clients. In addition, transparency is important to us. We want you to trust our judgment and our expertise. We want you to be able to track progress and ask us questions if you ever have any concerns every step of the way towards achieving your financial goals.
Trusted Advisors
To maintain wealth, it must be grown at a rate faster than zapped by inflation and taxation. Our team will work with you to identify an array of financial instruments that will protect your interests, while also improving your long-term outlook. Our team will work diligently in your interest, making your goals our goals.
Comprehensive Planning
Effective plans only form when your financial team has a holistic understanding of your current financial position, and eventual monetary goals. We will sit down with you and handle every detail of your financial life, crafting a risk assessment based upon your individual situation. No one has the same level of risk, and with the constantly shifting markets it is vital to understand the short, near, and long term goals of your financial portfolio.
By utilizing a disciplined process based upon years of experience in crafting and maintaining quality relations with our clients, we are able to better serve individuals regardless of their level of experience in the markets, and the individual portfolio size. We will monitor the situation, both with regards to your financial needs and goals and the current state of the market. Monitoring and adjustment on a regular basis is key to keeping on track.
Investment Strategy
The appropriate investment strategy depends upon your goals and aversion to risk. We have the experience needed to help investors at all stages of their financial lives, from teenagers looking to put a toe into the market and those approaching retirement looking to eliminate risk.
Tax Planning
By understanding your current tax situation, and learning how simple changes can save or cost you dearly every quarter, you can best position yourself to minimize tax exposure and the risk of an audit.
We can help you shield a decent amount of your earnings from extraneous taxation through a variety of measures, including investment sources, time to maturation, and means of withdrawal. We also can help you establish a pension plan.
Estate and Life Planning
Estate planning enables you to determine how your assets are handled in the event that you are permanently impaired or pass away. Our team will help you craft viable, legally enforceable, directions that will proactively eliminate uncertainty and conflict among those interested in your estate.
We specialize in planning for:
- Cash flow analysis
- Charitable gifts
- Estate and gift taxes
- Family education
- Retirement income
- Contact us today so we can discuss how we can help you!
Retirement Planning
We can craft your portfolio to automatically adjust risk levels as you age, enabling faster growth when you are younger and transitioning to stable income as you get close to retirement age. Every facet from the amount you need, to the best way to minimize your tax liability, will be covered.
Relationship Management
Protect your assets before, during, and after entering a relationship. Keeping financial assets owned by each individual partner protects the interests of both, while enabling a continuity of financial stability if the relationship fails.