612.741.1650 Schedule Introductory Call
GET MY RISK SCORE
  • Home
  • Why Us
  • Services
    • Enhanced Planning
    • Income Planning
    • New Generation Retirement
    • Tax Strategy
  • Learn
  • FAQ
  • Contact Us
  • Client Login

New Generation Wealth Managment, LLC

  • Enhanced Planning
  • Income Planning
  • New Generation Retirement
  • Tax Strategy

New Generation Wealth Management, LLC

Any financial professional can manage an investment portfolio for performance.

But New Generation Wealth Management, LLC first creates a comprehensive plan, and then manages your investment portfolio to reduce key financial risks.

For example, we help our clients reduce the risks that they will overpay in taxes, outlive their money, or face financial ruin due to a long-term care event.

We are a Registered Investment Advisor whose Representatives include an Accredited Investment Fiduciary® and an Accredited Tax Advisor. Having investment and tax expertise sets us apart from other firms as a one-stop-shop for our clients’ total wealth management needs.

Our Bucket Retirement Plan is designed to weather the ups and downs of the stock market while providing guaranteed retirement income. The plan is customized to fit your needs by assessing your individual risk tolerance and income goals, as well as addressing taxes and long-term care concerns.

To find out more, schedule a 15-minute introductory phone call to see how we can help you.

Plan now to retire happy!

Income Planning


We are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of tax advantaged vehicles to accomplish your retirement income goals.

Learn More

New Generation Retirement


New Generation Retirement® is a holistic approach to retirement planning consisting of a five-step system that we complete together.

Learn More

Tax Strategy


One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We’ll help you customize a retirement plan that is able to take advantage of any possible tax credits and deductions.

Learn More

The Bucket Retirement Plan

A WINNING STRATEGY FOR A LOW-STRESS RETIREMENT

How do you know when you’re ready to retire comfortably, without the frequent concern that you’ll run out of money? You’ll know when you can safely retire after you have a complete retirement income plan that accounts for your spending, taxes, long-term care, and estate planning.

This book presents a straightforward retirement planning approach to start you on your journey to a low-stress retirement. Allocating your assets into three “buckets” is a simple way to visualize how you can use your money to enjoy your retirement. This is the first step in completing your retirement income plan.

Login

It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else.

But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents.

Generational Vault’s engine has three dynamic parts:

  • A secure portal for sharing and storing important documents
  • Third-party daily investment and banking data
  • Snapshots of financial assets and expenses, monthly newsletters, market commentaries and meeting alerts

Generational Vault never sleeps; it’s your 24-7-365 team of specialists working around the clock to protect your accounts!

Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

Contact

508 Central Ave
Osseo, MN 55369

612.741.1650

Schedule Introductory Call

Company

  • Home
  • Why Us
  • FAQ
  • Learn
  • Contact Us

Our Services

  • Enhanced Planning
  • Income Planning
  • New Generation Retirement
  • Tax Strategy

Helpful Links

  • GI Buffered Index
  • Our YouTube

Services

  • Enhanced Planning
  • Income Planning
  • New Generation Retirement
  • Tax Strategy

 

Our Company

All written content on this site is for information purposes only. Opinions expressed herein are solely those of New Generation Wealth Management, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by New Generation Wealth Management, LLC a Registered Investment Advisor in the State of Minnesota. Insurance products and services are offered through Asset Protection Advisors, Inc., an affiliated company. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Minnesota or where otherwise legally permitted. New Generation Wealth Management, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.