Our phones will be on Auto Attendant between 1:30 – 2:30 pm for training purposes and lunches.

Summer Hours: The office will be closing at 3:30 pm on Fridays beginning Memorial Day to Labor Day.

Advisor Accounts

Broaden Your Clients’ Investment Horizons Through Self-Directed Retirement Accounts  

Are your clients interested in having more control over their retirement investments and in the opportunity to build retirement wealth more aggressively? 

Do you have options for non-publicly traded alternatives but can’t find a custodian who specializes in this area? 

Are your clients asking about alternative assets that are not publicly traded?  

Do you feel knowledgeable enough in self-directed IRAs that you can confidently advise your clients? 


Unlike typical IRAs, self-directed retirement plans allow for your clients to invest beyond public stocks, bonds, mutual funds, etc., opening opportunities for nontraditional investments.  

Next Generation can serve as a custodian – a regulated financial entity that is allowed to hold assets for the benefit of others – and administrator of self-directed retirement plans. This means: 

  • Our representatives handle all the necessary record keeping, paperwork, and tax reporting so your clients can invest safely and securely.  
  • We can provide you with information and resources to help you and your clients understand the available opportunities.  
  • We don’t sell products or give advice, so our efforts enhance your services without competing with them.  
  • You can still direct your clients’ investments as per your advisory agreement with them, and bill and get paid your fees directly from their accounts. 
  • We also offer specialized advisor accounts and tools that empower efficiencies, helping you to serve your clients effectively.  

When you partner with Next Generation to support your clients, you can strengthen your relationship and deepen client confidence, knowing their assets are being properly managed and their accounts fully administered by experienced professionals. You can also be assured that you and your clients will receive unsurpassed customer service from our team of well-credentialed and well-trained staff.

Learn more

Still unsure of what to do?

Schedule a call with an NGT team member today!