Creating equity for the next generation!

NxtGen Equity is dedicated to helping clients achieve financial stability and long-term wealth preservation through modern retirement planning.

Our key services include: Retirement Planning: Personalized strategies for financial security.

Premium Financing: Innovative solutions for life insurance premiums.

Custom Insurance with Living Benefits: Tailored options for protection and benefits during your lifetime.

401k/403b/TSP Rollovers: Streamlined transitions to maximize savings.

We prioritize financial education and community support, empowering individuals to make informed decisions and achieve their financial goals. Let us guide you on your wealth-building journey.

Our Services

  • Retirement Planning

    Tailored strategies to secure your future income and lifestyle.

  • Premium Finance

    Innovative approaches to funding life insurance premiums.

  • Custom Insurance Solutions with Living Benefits

    Insurance plans that provide financial protection and living benefits.

  • 401k/403b/TSP Rollovers

    Seamless transfers to optimize retirement savings.

Client Success Stories

  • "As a nail technician, I didn't know it was possible for me to even retire...until Thuan helped me set a plan using only my tip money.

    Kammy C.

  • "I was approaching retirement age and I was scared of market losses until Thuan helped secure my retirement savings."

    Ilda B.

  • "I'm the only one who works and I have two young kids. I never even thought about what would happen to them if I'm no longer around. Thanks to NxtGen Equity...I have answers now."

    Nicole P.

Schedule your FREE consultation.

This meeting will be strictly confidential and completely free of charge.