Frequently Asked Questions

A. NextGen Financial Advice was established to be a fiduciary company and is a Registered Investment Advisor (RIA). By law, I have a duty of loyalty and care to our clients. I genuinely want to help my clients reach their goals and I really mean it. 

A. I don't have formal business hours. I schedule meetings in person, through Google Meet (web meeting), and by phone.

A. The logo symbolizes the typical American's life. We tend to start out with a lot of debt.  We try to pay it off over our lifetimes while hopefully accumulating money for retirement. In addition, two of my children have autism. One was diagnosed at age 7 in 2017 and the other diagnosed at age 4 in 2019. NextGen Financial Advice also serves several autism families and has been involved in autism advocacy in Minnesota.