For Whom We Do It
"When shifts and transitions in life shake you to the core, see that as a sign of greatness that's about to occur" - Anonymous
Next Generation Wealth SystemsTM sole focus is helping people through big financial transitions. We understand the complexity of weighing all of your options and the emotions of making big adjustments. Our clients value straight forward professional advice based on their situation not a product. We are well versed about financial strategies across different disciplines because coordination is instrumental.
We have specific experience working with:
- Business Owners in a high growth mode or looking to transition out of their business
- Individuals approaching retirement
- Special Needs family members
Many of our clients have trusted, long-term advisors - perhaps an attorney, a CPA or both - who have done much of their financial planning work (wills, trusts, business agreements, retirement plans, etc.). Our work supplements and coordinates the services these advisors provide by identifying gaps, overlaps, and misalignments. And for those who need help finding an advisor, we can be a resource here too by providing a list of advisors for you to choose from.
In developing your personal financial plan, we also draw upon the specialized knowledge of other Lincoln Financial Advisors' professionals such as investment specialists and plan designers. This professional staff handles many situations each year involving the complex financial issues our clients face. This translates into our ability to help you towards achieving your goals.