Plan Well. Retire Confidently.

Fee-Only financial advisor located in Kansas City, providing investment management services for pre-retiree and retiree clients. 

 

 

 

 

 

 

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Why Next Bloom Wealth?

We are your parter both during the transitiont o retirement and afte

How do we do this?

We create a living financial plan for every client
We manage your investments and align strategies to your plan
Advanced tax planning to protect your wealth
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Ready to get started?

The first step is a 20 minute introductory Google Meet meeting. 

We will discuss your needs and priorities and explore how we can add value. 

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Introducing: PlanFirst

The Economic Challenges We Face Are New. The Way We Approach Them Should Be, As Well.

PlanFirst™ is our unique financial planning process. Custom-tailored to your values, goals, and resources. Regularly revisited and revised as your life changes. Learn more below.

About Next
Bloom Wealth

Next Bloom Wealth was founded by Ashley & Alex. A dynamic team who believes in hard work, autonomy, and the value of time. We’re on a mission to align investment strategies to your plans and goals. 

Next
Bloom
Wealth
Is:

FIDUCIARY

A fancy word that means we are legally obligated to make recommendations that benefit you, not us.

CFP® PROFESSIONALS

Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*

*Source: www.cfp.net, www.cerulli.com

LICENSED CPA ON TEAM

It’s our job to help with taxes and we take a proactive approach to tax planning.

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NOT READY TO SCHEDULE A CALL YET? THAT’S OKAY!

Sign up for our free toolkit: The “Green Light” Guide To Retirement. It’ll give you a 3 step method to simplify retirement income so you’ll feel confident you won’t run out of money.

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We’ve Prepared Your Free Guide

…Just Tell Us Where To Send It

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