Professional Resources

To see the directory please click ‘I Agree’ at the bottom of the page

Professionals to Help You Make Your Self-Directed Investments

Next Generation Trust Services is a neutral third-party administrator of self-directed retirement accounts; our staff provides full account management and transaction support to ensure our clients’ alternative investments are handled correctly, that they comply with IRS regulations, and that all the mandatory paperwork is properly filed.

As the administrator for self-directed plans we hold, report on, and do all the recordkeeping our clients’ assets but we never give investment advice. However, to assist our clients with their alternative-asset investing, we have put together a directory of valuable resources—professionals from various fields for you to tap into for advice and consultation. This directory includes CPAs, attorneys, real estate professionals and mortgage brokers, and financial planners who can help you determine how to best build your retirement portfolio through self-direction.

Our professional directory participants have indicated that they know and understand self-directed retirement accounts—from the many types of transactions allowed to the prohibited transactions and disqualified individuals—and are ready to assist you with tax, legal, or financial advice for your self-directed investments.

We provide this directory as an extension of our customer service to our clients. In order to access it, we request that you read our consent agreement and select “Agree” in order to download the document.

 

Consent Agreement

The information below clarifies the relationship between Next Generation Trust Services (Next Generation TS, LLC) and the professionals listed in our directory. Please read it and then click the “AGREE” button to confirm you understand and are in agreement with these statements. Don’t hesitate to call us with any questions about this or any of our services.

I agree that Next Generation Trust Services LLC/Next Generation TS, LLC does not:

  1. Evaluate, recommend, warrant, guarantee, or endorse the legality, propriety, performance, or reliability of any investment, service, statement, opinion, or other representation of any professional listed in our service providers network;
  2. Carry any liability in any event for any misinformation, misrepresentation, negligence, act, omission, investment results, or wrongdoing of any professional network service provider;
  3. Have any agreement or arrangement with any professional service provider with regard to any investment or service that may be provided to NGTS account owners or other investors;
  4. Have any financial arrangement or affiliation with any professional network service provider.

I agree that it is solely my decision, based on my own or other evaluations I may conduct, to choose to work with any service provider listed in the NGTS directory or elsewhere.

Additionally, I agree to indemnify and otherwise hold harmless Next Generation TS, LLC, and its assigns, successors, officers, directors and agents, from any and all claims due to any consequences of any dealings with the professionals in this directory or other service provider with which I do business.

I Agree   (after you click “I Agree” please see below)

DIRECTORY LINK

The Importance of Due Diligence

We advise our clients to perform due diligence and educate themselves thoroughly about a particular type of asset before investing. We encourage you do so even when seeking professional advice, rather than rely solely on the opinions and input of any professional. In the long run, the investment decisions are yours to make, so be as educated as you can about them!

Guidance from Next Generation Trust

At Next Generation Trust Services, we never give investment advice. Rather, we offer guidance and education about the various options and benefits of self-direction as a retirement wealth-building strategy; this includes our free educational seminars (Self-Directed 101 and Self-Directed 201) and specialty webinars that focus on specific nontraditional investments such as real estate, precious metals, hedge funds, and LLCs.

Valuation Services

Name
Phone #No.
Email
Company Name
Website
State
Bio
John O'Scanlon(808) 637-8480EVAValue@msn.comEquity Valuation Associateswww.EVAValue.comHI
Brad Davidson240-553-1100 x107support@spardata.comSPARDATA Value Advisorswww.spardata.comMD

Attorneys

Name
Phone #No.
Website
Company Name
State
Bio
Simon Levin(973) 643-5950http://www.sillscummis.comSills Cummis & Gross P.C.New Jersey

CPAs & Financial Planners

Name
Phone #No.
Email
Company Name
State
Bio
CPAs & Financial Planners
COMING SOON

Appraisers

Name
Phone #No.
Website
Company Name
State
Bio
Lawrence Tepper(303) 779-6996promissorynoteappraisers.comRidge Gate Financial, LLCCO

Non-Recourse Lenders

Name
Phone #No.
Website
State
Bio
North American Savings Bank(866) 735-6272www.iralending.comMO
First Western Federal Bank(605) 341-1203firstwesternfederal.comSD

ERISA Attorneys

Name
Phone #No.
Website
Company Name
State
Bio
Mathew N. Sorensen(602) 761-9798kkoslawyers.comKKOS LawyersAZ
Anthony Scialabba(609) 352-4663retirewelltpa.comRetirewell TPANJ
Marty Hauptman(973) 736-4600msgld.comMandelbaum & SalsburgNJ
Simon Levin(973) 643-6844sillscummis.comSills Cummis & GrossNJ

BBB Accredited Business

Click for the BBB Business Review of this Retirement Planning Service in Roseland NJ

Contact Us

If you have any questions or need any assistance at all please call us!

Next Generation Trust Services
75 Livingston Avenue, 3rd Floor
Roseland, NJ 07068

Info@NextGenerationTrust.com
Toll Free Number (888) 857-8058
Phone Number (973) 533-1880
Fax Number (973) 533-1088

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