Wealth Management for USAA Employees
The Genesis team was founded by former USAA senior wealth managers, so we’re well-versed in the company’s benefits and offerings. Our wealth management for USAA employees provides the insight and support you need to help you make the most of these resources and your future.
Common Questions and Challenges
- How can I diversify my portfolio if a substantial part of my wealth is tied to the company?
- What options should I select to maximize my USAA benefits and retirement plans?
- How can I safeguard my net worth from the volatility of the financial markets?
- What can I do to reduce my tax bills?
At Genesis, our familiarity with USAA benefits and programs helps us provide more specific advice, helping you make the most of your wealth-building opportunities.
Holistic Financial Planning for USAA Employees
Our team understands the nuances of financial planning for USAA employees. We adopt a holistic view of your financial landscape, extending beyond just investments to incorporate retirement planning, tax strategies, estate planning, insurance and more. Instead of spending time getting familiar with USAA policies and options, we bring that established knowledge, freeing up time to focus on your opportunities. All our wealth managers are CERTIFIED FINANCIAL PLANNER™ professionals, bringing significant training and an average of two decades of experience to help address your more significant challenges.
Make the Most of Your USAA Benefits
You’ve earned your USAA employee benefits, and we help you make the most of them. Your Genesis wealth manager will review and analyze your executive compensation and employee benefits to create actionable strategies that maximize value, all while considering tax implications and diversification.
Investment Strategy for USAA Employees
If you’re holding a significant amount of company stock, we can help you find diversification strategies that lower your risk. We will look at your entire portfolio, including assets not held with our firm, to design a personalized investment portfolio that best fits your risk tolerance and financial objectives. We’ll explain our recommendations and approach to you so you can feel more confident about what you own and why you own it.
Customized Retirement and Estate Planning
We provide personalized retirement planning designed for your specific needs and goals. Our services help you maximize retirement contributions and optimize USAA benefits to create a comprehensive retirement plan. We’ll also provide estate planning help and work directly with your estate planning attorney to help you secure your legacy after you’re gone.
More Personal Attention for Better Results
Financial plans are often put together with great optimism but end up sitting on the shelf. Not at Genesis. We provide proactive, ongoing service so that you can work toward achieving the goals you set in your initial financial plan. That continued support can make the difference between achieving what you set out to do or not making enough progress in your financial life.
