We take a different approach to wealth management. Whether you are just getting out of college and starting your first job, or making a significant career switch to take advantage of the next opportunity, the importance of getting your financial future on the right track can never be too timely. That’s why we believe everyone should have access to affordable, customized, and streamlined professional financial advice from a firm that focuses on what’s important…you. Most importantly, we will provide you with a customized, date specific action plan that enables you to monitor, track and employ a simple, cohesive and easy to use guide for your family’s financial well-being
Overview
Our team of experienced professionals knows the importance of developing a financial game plan. We recognize and understand that the earlier you start, the greater chance you have at future financial success. That’s why we developed a modern, streamlined, and interactive 21st century approach to financial planning for young professionals, new families, and even those simply looking for customized first time advice. We call it Genesis Planning. Understanding life can be hectic, we utilize the planning software MoneyGuidePro®, an online interactive platform that allows you to take the time and steps needed when it is convenient for you to put your plan into action.
Did You Know?
Did you know that the top answer as to how an investor measures the value received from their advisor is ” a sense of security, peace of mind.” “Investment returns” came in fourth. Source: Dimensional’s Investor Feedback Survey 2017
Our Approach
Genesis Planning Includes
- Cash flow and debt management to help with the balance needed between saving, spending, and growing your assets.
- The importance of safety nets such as life insurance and the financial well-being it can give you and your family.
- Financial projections to help you see how you can realize both your short term and longer life goals.
- Strategic retirement and investment planning including understanding and knowing your options for both past accounts and ones you are contributing to.
- Tax planning advice that coincides with your income and your future potential.
- Estate planning advice and the importance it carries as your family grows and changes.
Optional Planning Services
- Education Savings Planning
- Employee Benefits Review
- Asset Management Strategies
- Philanthropic Giving Strategies
- Purposeful & Multi-Generational Gifting
- Advanced Insurance Strategies
- Stock Option/Restricted Stock Review
- Business Tax Planning
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