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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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