Our Services
Retirement Strategies
Planning for retirement can sometimes feel like trying to envision a future self in a future world. We're here to bring clarity to that vision. What will your retirement look like? The answer to this question may require adopting a fresh perspective.
We start by helping you estimate the financial resources you'll need to comfortably sustain your lifestyle during retirement. Once that's established, we turn our attention to identifying and examining all potential income sources. These could include savings, investments, social security, pensions, and other assets. Our goal is to help you understand how these income streams compare and how they can be best leveraged for a sustainable and fulfilling retirement.
But, planning doesn't stop at just numbers and calculations. We also consider the emotional, lifestyle, and health aspects that come with retirement. With Genesis Financial, retirement planning becomes a comprehensive strategy that brings financial security, peace of mind, and the freedom to fully embrace your retirement years.
Insurance
From planning for retirement to safeguarding against unexpected life events such as unemployment or sudden illness, one constant remains - you don't want any surprises when life's uncertainties arise. That's where Genesis Financial Group steps in. Our expertise lies in navigating the intricate landscape of insurance policies, understanding how they interrelate, and helping you to tailor a plan that best fits your specific needs.
Whether you're an individual safeguarding your family's future or a business owner aiming to protect your hard-earned success, your needs are unique, and they evolve over time. That's why our approach to insurance planning is dynamic and personalized. We take the time to understand your current situation, future goals, and any potential risks, providing a comprehensive insurance strategy that evolves with you.
With Genesis Financial Group, insurance planning isn't just about mitigating risks; it's about securing peace of mind and ensuring that, no matter what life throws at you, you're prepared. Your financial resilience is our commitment.
Tax Planning
Whether you're an individual gearing up for tax season or a small business owner aiming to boost pre-tax profits, tax planning can be intricate and challenging. That's where we come in. Our experienced advisors, fortified with CFP and CPA certifications, specialize in helping you navigate the complex tax landscape.
At Genesis Financial Group, we focus on crafting a personalized, strategic tax plan that aligns with your unique financial objectives. For individuals, we assist in spotting applicable deductions and credits, ensuring compliance with tax laws. For business owners, we identify tax-efficient strategies to enhance profits and foster business growth.
Our approach to tax planning goes beyond merely preparing for tax season. We aim to seamlessly integrate tax strategies into your broader financial plan, bolstering your wealth and financial security. Trust Genesis Financial Group for proactive, adaptable tax planning tailored to your evolving needs.
Senior Healthcare
At Genesis Financial Group, we understand that healthcare planning becomes increasingly critical as we age. With so many options and complexities in the medical insurance landscape, finding the right plan for your unique needs can seem overwhelming. But you're not alone in this journey.
Our friendly, knowledgeable staff is ready and equipped to assist you in navigating through Medicare Supplements, Medicare Advantage Plans, Prescription Drug Plans, Dental Plans, and Final Expense Insurance. We offer a comprehensive approach, explaining the benefits, costs, and intricacies of each plan, so you can make an informed decision that suits both your health needs and financial circumstances.
Moreover, we understand that healthcare needs can evolve over time. That's why our commitment to you extends beyond just initial enrollment. We're here for you, providing ongoing support and guidance as you navigate changes in healthcare laws, personal health needs, or financial circumstances.
With Genesis Financial Group, senior healthcare planning is not just about finding a policy; it's about building a strategy that ensures your peace of mind and supports your wellbeing throughout your golden years.
The fruits of your hard work shouldn't just benefit you, but also those you hold dear. Estate planning is a vital yet often overlooked aspect of financial planning that ensures your legacy endures. At Genesis Financial Group, we're committed to assisting you in protecting and preserving what matters most.
Our bespoke legacy and estate planning strategies go beyond merely drafting a will. We aim to understand your vision for the future, assess your unique circumstances, and craft a comprehensive estate plan that mitigates tax liabilities, protects your assets, and ensures your wishes are respected.
Whether your goal is to provide for your loved ones, donate to a cause you care about, or simply ensure a smooth transfer of assets, our team is here to help. We're experienced in navigating complex legal and tax issues related to estate planning. With Genesis Financial Group, you can trust that your legacy is secure and your future needs, and those of your loved ones, will be taken care of.
Estate Planning
Long Term Care
Ensuring a comfortable, dignified, and secure future is a priority that becomes especially poignant as we approach our senior years. At Genesis Financial Group, we understand this and are dedicated to helping you navigate the various options available for long-term care - be it home health care, assisted living, or nursing home care.
Starting early with a robust long-term care strategy can help alleviate potential financial burdens on loved ones and avoid unnecessary expenditures down the line. It's not just about saving money, but about preserving your choices and maintaining your quality of life in your later years.
Our expert advisors take the time to understand your unique circumstances, preferences, and potential healthcare needs. We work with you to explore and understand the diverse long-term care options, insurance products, and government programs available to you. This way, we can create a personalized plan that provides security and peace of mind for you and your family.
With Genesis Financial Group, planning for long-term care becomes less daunting, ensuring you can focus on enjoying your golden years with the confidence of a well-prepared plan in place.
