At Genesis we will listen to your particular needs, aspirations, and goals. We will educate you and give you options regarding the services and products that will help you attain these goals. From this point we will tailor a plan especially for you. We will regularly review and update your plan to ensure that your personal, family, and business needs are being met. Genesis offers and coordinates professional counsel of financial planners, tax accountants, money managers, estate attorneys, insurance agents and mortgage professionals to address the many financial situations that are faced in one's lifetime.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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