Discovery
Understanding You
Most financial service companies automatically designate certain proprietary investments for you without fully understanding your needs. At Genesis Financial, we focus on your financial goals, both short and long term, before we recommend any non-proprietary products or investments. We value precision and accuracy when understanding your personal and financial goals.
Strategy
Your Plan
Your financial plan is a comprehensive road map to achieve your personal and financial goals. At Genesis Financial we understand your life is always changing. That is why we construct a dynamic plan that is designed to embrace all changes in your lifestyle. Your plan is crafted to not only build wealth, but transfer your wealth to future generations.
Education
Financial Literacy
As your personal Chief Financial Officer (CFO), we educate our clients on the fundamentals of investing to create a strong investment foundation. These fundamentals allow you to always grow and adjust with market fluctuations, in addition to understanding the complexities and intricacies of your portfolio.
Consultation
Your Advisor
Our advisors develop a relationship with you based on professional loyalty and trust. We understand uncertainties will arise on the road to retirement. That’s why we stay with you every step of the way to ease your doubts and fears. We provide consistent updates and one on one consultations for you to stay on track and make necessary adjustments based on your financial goals. As your advisor, we will keep the emotion out of your customized financial plan.
360° Platform
Your Peace of Mind
Through discovery, implementation and education, our goal is to lead our clients to financial independence and establish a financial legacy to be enjoyed for generations. To strive towards this goal, we provide a 360˚ solution for managing your household. Our 360 plan mirrors the same universal business structure that many successful fortune 500 companies use today. This proven structure promotes high level efficiency through organizing and collaborating with accountants, attorneys, business consultants, as well as many other professionals to achieve one’s financial goals. As a Genesis Financial client, you deserve the same efficiency in your household.
The 360 Plan