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Next Gen Financial Planning
Ihr vertrauenswürdiger Partner für persönliche, honorarbasierte Finanzplanung und langfristige Vermögensstrategien.
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Business
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Ihr vertrauenswürdiger Partner für persönliche, honorarbasierte Finanzplanung und langfristige Vermögensstrategien.
Next Gen Financial Planning ist eine honorarbasierte Finanzberatungsfirma mit Sitz in San Diego, die sich der Bereitstellung personalisierter und umfassender Finanzplanungsleistungen verschrieben hat. Das Team unter der Leitung von Steven und Josue legt den Schwerpunkt darauf, lebenslange Beziehungen zu Kunden aufzubauen und ihnen klare Orientierung durch Lebensveränderungen wie Heirat, Umzug und Familienzuwachs zu geben. Mit einem Bekenntnis zu Transparenz und ohne provisionsbasierte Upselling-Modelle unterstützen sie Einzelpersonen und Familien dabei, ihre Finanzen zu strategisieren, um innere Ruhe zu erlangen und langfristige Ziele zu erreichen.
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Individuelle Strategien für Budgetierung, Sparen und langfristige Vermögensverwaltung, zugeschnitten auf Ihre einzigartigen Ziele und Ihren Lebensstil.
Fachkundige Beratung zu Altersvorsorge, Anlagemöglichkeiten und Einkommensplanung, um Ihre finanzielle Zukunft zu sichern.
Transparente, honorarbasierte Anlageberatung und Portfoliomanagement, um Wachstum zu optimieren und mit Ihrer Risikotoleranz in Einklang zu bringen.
Unterstützung bei finanziellen Entscheidungen während wichtiger Lebensereignisse wie Hochzeiten, Umzügen oder der Familienerweiterung.
Pauschalfinanzplanung ohne Provisionen, die unparteiische Empfehlungen sicherstellt, die sich ausschließlich an Ihren besten Interessen orientieren.
Gesamtbewertung
James Matthew Escano
Wife and I worked with Steven and Josue for the past 5 years. They both have provided us great and easy to explain goals for us to plan for during difficult and life changing times, such as during COVID, wedding, moving states, and new family additions. Highly recommend! both have treated us well and told us in plain words what we should do, expect, and adjust.
Hallie Putterman
If you want someone to guide you through a long term financial plan and actually help you understand HOW to do it, Steven is your guide. He explains things thoroughly without ever being condescending. And he asks thought provoking questions about your future to really help find the best plan for you. I’ve worked with a lot of financial planners over the years but never had one who felt so genuinely interested. He comes to every meeting with notes from the previous, and we review to make sure all tasks were addressed. Highly recommend.
Nicky Riordan
Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven years back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can’t recommend Next Gen strongly enough.
Will Misslin
I will never go back to fee-based financial planning. With a fee-only firm like Next Gen Financial, you pay a flat rate for their services, which means no upselling just to get your commission and no ulterior motives. I have been a client for almost 2 years and I cannot speak highly enough of Next Gen Financial. Steven is a pleasure to work with. He is personable, extremely knowledgeable and is incredibly patient when sharing complicated information. He had absolutely earned my trust. It is very clear that he is passionate about not only helping you meet your financial goals, but helping you focus on the most important things.
Brian Dearborn
Steven has been an absolutely amazing Financial Planner. I definitely recommend him to anyone looking for someone with tremendous financial planning experience. He has helped guide me in making more informed financial decisions. I most appreciate his attention to detail, his professionalism, his extensive experience on a wide array of topics, and his patience. There are so many positive things to say I could go on and on!
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