NextGen Wealth of Raymore

NextGen Wealth of Raymore is a wealth management firm in Raymore, MO. The practice serves individuals and businesses in the Kansas City area with a specific focus on those within five years of retirement. Led by Clint Haynes, a Certified Financial Planner who entered the financial services industry in 2001, the firm provides comprehensive planning that addresses financial, mental, social, and physical aspects of the retirement transition. The team assists clients with priority goal setting, estate and tax planning, and creating a structured path for the move from working years to retirement years. Haynes has worked with both large Wall Street firms and regional financial services companies, bringing experience from these varied environments to the current practice. The firm holds a rating of 4.80 based on reviews from customers who have worked with the team.

The firm utilizes a patented COLLAB Financial Planning Process to develop solutions across all areas of a client's financial life. This approach begins with determining priorities and concerns before addressing larger financial matters. The process includes estate and tax planning, where the firm coordinates with other professionals rather than writing estate plans or filing taxes directly. The goal is to ensure clients do not outlive their money while maintaining better financial organization. The firm emphasizes transparency regarding fees and upholds legal, ethical, and moral obligations to clients. The team aims to build relationships that last for years, adapting to life changes and focusing on the client's best interests.

Clint Haynes founded the practice with the intention of creating a different model from traditional investment management. He sought to communicate with clients using clear language and to place their interests above all others. The firm serves clients in Lee's Summit and beyond, offering both in-person and virtual services. The team helps clients prepare for the unknowns of retirement, ensuring they are ready for the next chapter of life.

NextGen Wealth of Raymore is located at 405 SW Waterfall Ct.

The firm's focus on comprehensive retirement transition planning and its positive customer rating reflect its standing in the local wealth management category.