Hemant Sachdev

With over three decades of dedicated service in the financial industry, I have established myself as a beacon of knowledge and expert in the realm of providing comprehensive financial advice to my clients.

I began my career in the financial services industry through banking in 1990, stepping into a full Financial Advisory role in 1993 at IDS Financial Services. I hold 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, I always knew that I wanted to run my own practice and swiftly navigated my way through the initial challenges, learning the intricacies of financial management, investment strategies, and economic forecasting on my way to eventually founding NxtGen Advisor Group, LLC. As the Founder and President of NxtGen Advisory Group, LLC we serve clients all over the country. Over the years I have amassed a wealth of experience that spans across various domains of Financial Planning. My 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 from accumulating assets for retirement to sustainable inflation adjusted income through retirement • Risk Management • Tax Planning • Wealth & Estate Preservation. I have had the privilege over the past 30+ years of guiding clients through volatile markets, ensuring that their financial goals are met with prudence and strategic planning. I am an avid Disney fan (Disney Adults as they call us) and hence lives in Orlando, Florida with Disney’s Animal Kingdom being his favorite park to visit. I am also a Classically Trained singer in Hindustani Vocal music, and I performs locally and play Guitar, Bass, Paino, Drums and several other instruments. The best part of being a musician is to bring the healing power of music to people. I volunteer at a few local hospitals through an organization called Musicians On Call where we perform bedside for new mothers, people in the ICU and best of all our Veterans at the VA hospital to bring them some joy and healing through the power of music. I also enjoy an active lifestyle and have been a Martial Arts practitioner throughout my life. Outside of kicking and punching, I enjoy running, weight training and biking. As a travel buff, I have 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.