NextGen Wealth

NextGen Wealth At NextGen Wealth, we partner with you on your journey to retirement relaxation. Let us help you pla

At NextGen Wealth, our passion is serving those individuals who do not think they have the assets or the need for a financial planner. We are a financial planning and investment management firm with an emphasis on serving the successful business professional, entrepreneur or small business owner. Through technology and innovation, we help our clients find their path to financial independence. Our mission is to help our clients in their search for financial independence.

Investment Help Isn’t Retirement Planning - Managing investments is only one part of retirement.True planning also inclu...
06/14/2026

Investment Help Isn’t Retirement Planning - Managing investments is only one part of retirement.
True planning also includes taxes, income strategy, healthcare, and estate coordination.

Read more 👉 https://bit.ly/3N1e8tW

Bought your annuity with pre-tax money?You might have just signed up for RMDs.Read more 👉 https://bit.ly/418MJtW
06/14/2026

Bought your annuity with pre-tax money?
You might have just signed up for RMDs.

Read more 👉 https://bit.ly/418MJtW

With the World Cup kicking off soon, the Lee's Summit Educational Foundation is getting in on the soccer fever too⚽Here ...
06/10/2026

With the World Cup kicking off soon, the Lee's Summit Educational Foundation is getting in on the soccer fever too⚽

Here is your unique opportunity to win a one-of-a-kind soccer ball, signed by the cast while they were filming right here in Lee's Summit!

All raffle proceeds go toward supporting the LSR7 district, and they will even ship the ball if you live outside the area, so there’s absolutely no reason not to throw your name in!

🎟️ Get your tickets here → https://www.lsedfoundation.org/autographed-soccer-ball-raffle

Thinking of retiring earlier than age 60? This article explains how you might be eligible for the “Rule of 55” for early...
05/27/2026

Thinking of retiring earlier than age 60? This article explains how you might be eligible for the “Rule of 55” for early retirement.
Read more 👉 https://bit.ly/42Fg687

🧾 How do annuities actually work?You give an insurance company money… they promise to give you some back later.But what’...
05/21/2026

🧾 How do annuities actually work?
You give an insurance company money… they promise to give you some back later.
But what’s the catch?
👉 Fees, surrender charges, and limited access to your cash.
👉 https://bit.ly/3YUgwpG

Thinking of retiring earlier than age 60? This article explains how you might be eligible for the “Rule of 55” for early...
05/19/2026

Thinking of retiring earlier than age 60? This article explains how you might be eligible for the “Rule of 55” for early retirement.
https://bit.ly/42Fg687

Payments from non-qualified annuities consist of:Part return of costs (tax-free)Part earnings (taxable)The tax-free amou...
05/19/2026

Payments from non-qualified annuities consist of:
Part return of costs (tax-free)
Part earnings (taxable)

The tax-free amount is called the “exclusion ratio,” and it’s just as complicated as it sounds.

Read more 👉: https://bit.ly/4kKSpUc

One major area where tax deductions and credits are negatively affected is the clean vehicle and clean energy credits.Re...
05/18/2026

One major area where tax deductions and credits are negatively affected is the clean vehicle and clean energy credits.

Read more 👉 https://bit.ly/45Z3RWe

Annuities are often marketed as an option to simplify retirement income. But is that really the case?Read more 👉 https:/...
05/17/2026

Annuities are often marketed as an option to simplify retirement income. But is that really the case?

Read more 👉 https://bit.ly/4vuNNq0

It’s always a good idea to review your healthcare coverage annually. At NextGen Wealth, we work with our clients on a co...
05/14/2026

It’s always a good idea to review your healthcare coverage annually. At NextGen Wealth, we work with our clients on a continual basis, so there won’t be any end-of-year surprises.

Read more 👉 https://bit.ly/3LL9srw

Address

405 SW Waterfall Court
Lees Summit, MO
64081

Opening Hours

Monday 7am - 7pm
Tuesday 7am - 7pm
Wednesday 7am - 7pm
Thursday 7am - 7pm
Friday 7am - 7pm
Saturday 9am - 12pm

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