50+ AND READY FOR RETIREMENT?
50+ AND READY FOR RETIREMENT?
At Gen Next Wealth, we take pride in our track record of delivering results that matter most to you.
Your retirement is our top priority, and we’re here to make it extraordinary.
Schedule your free consultation now
who we are
At Gen Next Wealth, we build long-term relationships with our clients to help them achieve the life they want during retirement. We tailor different strategies for each client after identifying their goals, circumstances and risk tolerance. If you are over the age of 50 and you have questions about retirement, we are here for you.
WE LOOK AT ALL ASPECTS OF YOUR RETIREMENT
OUR MISSION IS TO EMPOWER YOU
To be your unwavering partner on the path to a secure and fulfilling retirement. We understand that planning for retirement is a journey filled with hopes, dreams, and uncertainties, and we’re here to provide the expertise and support you need every step of the way.
Integrity and transparency are the cornerstones of our approach. When you choose us as your retirement planner, you can trust that your best interests are always at the forefront of our decisions. We believe in open communication, clear guidance, and a commitment to delivering results that align with your unique goals and aspirations.
To be your unwavering partner on the path to a secure and fulfilling retirement. We understand that planning for retirement is a journey filled with hopes, dreams, and uncertainties, and we’re here to provide the expertise and support you need every step of the way.
Integrity and transparency are the cornerstones of our approach. When you choose us as your retirement planner, you can trust that your best interests are always at the forefront of our decisions. We believe in open communication, clear guidance, and a commitment to delivering results that align with your unique goals and aspirations.
about you
FINDING CLARITY & DIRECTION
Clients often come to us with new or unique sets of problems. Your retirement should be a time of fulfillment and adventure. Let us provide the direction you need to turn your retirement dreams into reality.
We take pride in offering a comprehensive approach that demystifies the complexities of retirement planning. Our team of experts brings years of experience and a deep understanding of the financial landscape to the table. We specialize in breaking down complex financial concepts into straightforward, easy-to-understand terms. Our goal is to empower you with the knowledge and confidence you need to make informed decisions about your retirement.
ABOUT YOU
FINDING CLARITY & DIRECTION
Clients often come to us with new or unique sets of problems. Your retirement should be a time of fulfillment and adventure. Let us provide the direction you need to turn your retirement dreams into reality.
We take pride in offering a comprehensive approach that demystifies the complexities of retirement planning. Our team of experts brings years of experience and a deep understanding of the financial landscape to the table. We specialize in breaking down complex financial concepts into straightforward, easy-to-understand terms. Our goal is to empower you with the knowledge and confidence you need to make informed decisions about your retirement.
PROTECT AND GROW YOUR WEALTH
FREQUENTLY ASKED QUESTIONS
Gen Next Wealth was founded in 2017 to bring transparency, clarity, and humanity back into financial planning. We specialize in working with retirees and pre-retirees, using our Retirement GPS Framework™ to reduce taxes, create reliable income, and build a lifestyle-driven retirement plan.
We work exclusively with retirees and pre-retirees, usually individuals in their 50s, 60s, and early 70s who want clarity around income, taxes, investments, and life transitions.
A step-by-step process designed to bring direction and confidence to retirement:
G — Gather your complete financial picture
P — Plan strategically around income, taxes, and goals
S — Simplify your path with ongoing guidance and adjustments
No. Many clients come to us 5–10 years before retirement to prepare for major financial decisions like Roth conversions, Social Security timing, and healthcare planning.
We offer:
– Financial Planning Only (flat fee)
– Ongoing Wealth Management (investment management + continuous planning)
We are a virtual advisory firm. All meetings take place through secure online video so we can support clients anywhere in the U.S.
Gen Next Wealth is based in Madera, California, and serves clients nationwide.
Many clients start with us while still working with another advisor. We provide education, clarity, and an objective review of your current plan to identify opportunities for improvement.
You may implement it yourself or partner with us for ongoing wealth management, where we manage investments, update your plan annually, and assist with tax strategy.
We’re a great fit if you value transparency, education, clear communication, and long-term partnership.
Gen Next Wealth is an independent, fee-only Registered Investment Advisor (RIA) located in Madera, CA. We work with clients across the country offering customized, non-proprietary solutions solely in our clients’ best interest and are paid only by our clients. We receive no commissions for pushing particular products.
We serve people over 50 looking to transition smoothly into retirement while achieving their financial goals
We conduct our meetings securely via a secure, password-protected, video conferencing platform. Our virtual meeting options allow us the convenience of meeting you where you are.