Next Generation Services
Financial & Investment Services
Next Generation’s mission is to provide white glove customer service, ensuring our clients have the tools and support necessary to control their financial futures by investing with self-directed retirement plans.
We fulfill this mission by educating individuals and their trusted advisors about the many options and benefits of self-direction, and guiding our clients through the setup and investment process.
Next Generation’s personalized service ensures our clients receive the best possible experience, with prompt responses to their questions and the ability to reach a live person upon calling.