The NextGen Financial Advice Benefits
No Commissions
I am a fee only financial company, meaning I only get paid directly from clients. I don’t receive any hidden kickbacks.
No Sales
I am a fee only financial company, meaning I only get paid directly from clients. I don’t receive any hidden kickbacks.
No Minimums
Everyone deserves professional financial advice, regardless of age, assets, or background.
Sworn Fiduciary
I signed a fiduciary oath pledging to always put my clients’ interests first. This oath is provided to all clients.
Virtual Services
I use modern technology for everything I do to deliver the best possible experience.
Are you looking for financial planning or help with investing? Are you looking for help with both? Whatever the case, NextGen Financial Advice can help. This innovative business enables me to help you in a better way, and often at a lower cost. You owe it to yourself to take a minute and browse my website. Often what you are looking for is exactly what I offer.
Media Appearances
CONTACT INFORMATION
Phone: 952-373-1362
General Office Hours:
- Mon - Fri
- -
- Sat - Sun
- Closed
After Hours Meetings By Appointment
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