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.
Financial Planning for Your Entire Life
Planning needs to consider your entire life when you have a high net worth. If not, lifestyle inflation, excessive risk-taking, or even just lack of attention to detail may put your wealth at risk in the long term. So, we take a holistic view to help you get in control so you can preserve and build your resources.
Good Financial Planning Compounds
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 can help you shield your wealth from threats, helping minimize the risk of loss through lawsuits or other unexpected events.
Tailored Advice
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.
The Right Team
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.
Life-Long Relationships
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..”
