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New Generation Wealth Managment, LLC

  • Income Planning
  • New Generation Retirement
  • Tax Strategy

New Generation Wealth Management, LLC

The retirement of your dreams may look different than your neighbor’s ideal retirement. So, some cookie-cutter, one-size-fits-all retirement plan won’t serve you well. You need a customized retirement income plan designed to help you live your dream retirement. You need a plan that includes a trusted advisor by your side to regularly make sure that you’re still on track. You need our exclusive Increasing Retirement Income Solution (IRIS).

Your customized IRIS Plan will help you achieve the money goals that are most important to you. The IRIS Plan is designed to maximize your retirement income and minimize the taxes you’ll pay. It invests your accounts according to your risk comfort level and increases your retirement income regularly to adjust for inflation.

As Investment Advisors and Accredited Tax Advisors acting in a fiduciary role, NGWM works with you to help you make the most of your retirement. To find out more, schedule a 15-minute introductory phone call to see how we can help you. Plan now to retire happy!

We may be a good fit to work together if you:

  • Prefer to delegate to an expert so you can go out and enjoy your retirement
  • Want to know that your spouse will be taken care of
  • Value having a “certainty of outcome” over “beating the market”
  • Worry that future higher taxes could impact your retirement

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.

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New Generation Retirement


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

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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.

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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

11148 Zealand Avenue North
Champlin, MN 55316

612.741.1650

Schedule Introductory Call

Company

  • Home
  • Why Us
  • Contact Us

Services

  • 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.