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