With over three decades of dedicated service in the financial industry, Hemant has established himself as a beacon of knowledge and expertise in the realm of providing comprehensive financial advice to his clients.
Hemant began his career in the financial services industry through banking in 1990, stepping into a full Financial Advisory role in 1993 at IDS Financial Services.
He holds the FINRA Series 7, Series 63, Series 65 and Series 24 registrations along with a Life, Accident, Health, Property & Casualty licenses in over 25 states.
Graduating from DePaul University in Chicago with a degree in Entrepreneurship and Small Business Management, Hemant always knew that he wanted to run his own practice and swiftly navigated his way through the initial challenges, learning the intricacies of financial management, investment strategies, and economic forecasting on his way to founding NxtGen Advisor Group, LLC.
With a Nationwide practice, Hemant has amassed a wealth of experience over the years that spans across various domains of Financial Planning. His expertise includes, but is not limited to:
- Custom designing Qualified Plans for Self-Employed Professionals & Privately Owned Companies including 401k’s, Cash Balance & Defined Benefit Plans
- Employee Benefit Plan Design (Health, Vision, Dental, Disability & Voluntary Life Insurance Plans)
- Executive Compensation Planning including key employee retention
- Working with Executives at Publicly Traded Companies manage their Stock Option Plans, RSU, Tax Planning & de-risking Concentrated Stock positions
- Customized portfolio management
- Retirement Income planning, managing the transition phase fromaccumulating assets for retirement to sustainable inflation adjusted income through retirement
- Risk Management
- Tax Planning
- Wealth & Estate Preservation.
Hemant have been instrumental over the past 30+ years in guiding clients through volatile markets, ensuring that their financial goals are met with prudence and strategic planning.
Hemant is an avid Disney fan and hence lives in Orlando, Florida with Disney’s Animal Kingdom being his favorite park to visit. He is a Classically Trained singer in Hindustani Vocal music, performs locally and plays Guitar, Bass, Paino, Drums and several other instruments.
He enjoys an active lifestyle and has been a Martial Arts practitioner throughout his life. Outside of kicking and punching, Hemant enjoys running, weight training and biking.
As a travel buff, he has visited over 30 countries around the world and plans to continue to explore our world. Next item on the bucket list is a motorcycle tour around Europe.