Our latest blog post, "Cash Management: The First Step to a Strong Financial Plan," is now live! This month, we’re diving into cash management, sharing key strategies to help you budget effectively, save consistently, and eliminate unnecessary financial stress. Check it out here: https://lnkd.in/gxnRzFZa Plus, stay tuned for next month’s post on risk management, where we’ll cover strategies to protect your assets and financial future. Let us know if you have any questions—we’re always here to help! #NextGenWealthServices
关于我们
Built from a desire to deliver personalized, holistic wealth management to our clients, NextGen serves as a resource for everyone, regardless of their financial situation. As an independent financial services firm, we are able to create tailored strategies that are designed around our clients’ unique goals and comfort level with investing. Our role as fiduciaries gives our clients the peace of mind that their best interests are always our top priority.
Through our association with Osaic Wealth Inc., we—and by extension, you—benefit from a vast range of resources and support:
? Access to a broad range of investment options, including stocks and bonds, mutual funds, annuities, fee-based advisory programs, and insurance products enables us to address your unique needs
? Operational support frees up our time from administrative tasks to better focus on you
? Cybersecurity safeguards protect your accounts and information
? Compliance professionals help ensure we are following firm and regulatory requirements
? Innovative technology ensures timely and accurate execution of transactions
While life is full of unknowns, our team will be there every step of the way to adjust our financial strategy as personal, economic, and geopolitical events occur. For more information on our financial practice and the areas of financial services that we assist our clients with, please reach out to one of our team members to discover the NextGen Difference!
This communication is strictly intended for individuals residing in the state of Michigan. Securities and investment advisor services offered through Osaic Wealth Inc., member FINRA/SIPC (www.finra.org & www.sipc.org). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here or independent of Osaic Wealth.
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Brighton，Michigan
- 类型
- 合营企业
- 创立
- 2023
- 领域
- Wealth Management、Retirement Planning、Risk Management、Income Protection和Asset Accumulation
地点
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主要
获取路线
7305 Grand River Ave
US，Michigan，Brighton，48114
NextGen Wealth Services员工
动态
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Spring cleanup is a great time to dust off old account statements and check for any missing money. Is there an old 401k or HSA you forgot to roll over? Follow these steps to check for unclaimed funds. #NextGenWealthServices https://lnkd.in/egyzzm9g
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?? Celebrating 2 Years of NextGen Wealth Services! ?? Two years ago, we set out with a vision—to provide personalized, forward-thinking financial guidance that truly puts our clients first. To our incredible clients—thank you for your trust, support, and partnership. Your success is our success, and it’s been an honor to walk alongside you on your financial journey. As we celebrate this milestone, we remain committed to delivering the best financial strategies, building lasting relationships, and helping you achieve your goals. #NextGenWealthServices
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FINANCIAL FRIDAY There’s more troublesome debt out there than just credit cards. Student loan debt is also a burden for millions of Americans. Here’s advice on how to pay off student loans as quickly as possible. https://lnkd.in/gV9JxZA #NextGenWealthServices
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The IRS announced adjustments for 2025, which address a few key areas: https://lnkd.in/gcjGDx4m. What does that mean for you? There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more. Have questions about the new rules? My office has 2025 tax resources that you may find helpful. This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy. #NextGenWealthServices
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MOTIVATIONAL MONDAY Make it a great week! #NextGenWealthServices
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FINANCIAL FRIDAY! If you’ve realized the dream of becoming a homeowner, the next question may be: should you try to pay down your mortgage early or invest that extra income? Here are the pros and cons of both. https://lnkd.in/dzZ-syEr #NextGenWealthServices
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As we get closer to tax filing deadline, it's important to review your investments to find potential tax savings opportunities. #NextGenWealthServices
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MONDAY MEET THE TEAM – MEET KELSEY! The first heart-shaped box of chocolates was introduced in 1861. Today, more than 36 million heart-shaped boxes of chocolates are sold each year. That's 58 million pounds of chocolate! My favorite type of chocolate is milk chocolate My favorite winter drink is hot chocolate #NextGenWealthServices
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FINANCIAL FRIDAY There’s an app for that! Determining how to pay off debt can be a challenge, but these budgeting apps can help you decide how much to pay toward each debt, and which balances to tackle first. Kiss that debt goodbye! https://lnkd.in/efxdaCt2 #NextGenWealthServices