Specialties
We're here to help you take control of your financial future and ensure your wealth carries over to the next generation. As administrators and record keepers for self-directed retirement plans, we allow individuals to invest their retirement funds into non-traditional/alternative assets. Custodial services are provided by our sister company, Next Generation Trust Company.
History
Established in 2004.
Next Generation began as part of a national network of third-party administrators of self-directed retirement plans, which Jaime led from start-up to over $150 million in holdings in just 5 years. She broke away from the national network to start her own truly independent firm and in 2011 the company emerged as Next Generation TS, LLC. In 2017, the company's holdings reached over $600 million. Effective July 1, 2017, we announced the launch of Next Generation Trust Company, a licensed, chartered trust company which is now the new custodian for all our clients' accounts. The opening of Next Generation Trust Company represents the fulfillment of our founders' long-term vision for Next Generation to become fully self-sufficient in terms of both account administration and custodianship for our clients' assets.
Meet the Business Owner: Jaime R.
A long-time real estate investor, Jaime has worked full-time in the real estate industry since 1994 and is a certified property manager (CPM), a NJ licensed real estate broker, and an active member of many national and statewide real estate organizations. Jaime was unable to find a company to help her make real estate investments within her retirement account, which inspired her to start the firm in 2004 with her own personal funds. What sets Jaime's company apart from the competition, as well as from all other financial firms, are two things: exceptional customer service and client education. Jaime strongly believes that personal contact and attention make the difference between good service and great service.
