Financial planning can be a powerful tool, but few financial advisors provide enough to make a measurable impact. At Genesis, we lead with planning because it is the most important tool we have to control our financial futures.
You’ve built substantial wealth, so you understand the benefits of compounding. This concept also works in financial planning. The benefits of our comprehensive financial planning don’t just add up; they compound.
For example, smart tax planning strategies can create ongoing annual savings that can then impact your ability to put more money away. And asset protection strategies seek to shield your wealth from threats, in an effort to minimize the risk of loss through lawsuits or other unexpected events.
When you work with Genesis, there is no one-size-fits-all financial planning. Instead, you’ll receive family office style services, with attention paid to all aspects of your financial life. By understanding your specific landscape, we offer relevant and personalized advice. Every recommendation stems from a detailed analysis of your finances, not from a standardized checklist.
When you’ve got significant assets, you don’t want to be part of anyone’s learning curve. At Genesis, you’ll work directly with an Executive Wealth Manager, a CERTIFIED FINANCIAL PLANNER™ professional with an average of two decades of experience. Beyond that, your wealth manager will pull in other team members to help in specific areas. For example, suppose you’re selling your business and need tax strategies for a proposed transaction. In that case, your wealth manager might work with other Genesis wealth managers to get the best ideas based on the team’s collective experience.
With Genesis, you’re not just a client; you’re a life-long partner. We get to know you well so we can serve you in the best way possible. Then, you will always be kept up to date based on a customized schedule of contact that best works for you.
Our family office-style services are proactive and ongoing. We will revisit and adjust your financial plan to match your changing needs and aspirations. But even more importantly, as the market, economic conditions and tax laws change, we’ll continue to look for opportunities to improve your situation and make the most of your resources.
“Financial planning is your road map through all of life’s successes and uncertainties. A good plan doesn’t just grow wealth—it also defends it..”
Can Genesis help you work toward achieving your goals?
Schedule a free, no-pressure financial review to find out.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
