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Retirement Planning

  • ‚ÄčWill you outlive your retirement savings?
  • What will you spend your time doing when you retire?
  • Which have you spent more time planning – your retirement or your next vacation?


No matter how close you are to retirement, the more you are able to save now, the greater likelihood that you'll enjoy the retirement you envision. There are a variety of ways you can invest for your retirement, and many of them offer tax advantages that enable your assets to grow more effectively.


Retirement planning is about achieving your financial goals. Knowing that you will have enough money, even when the unexpected happens, is critical to any financial plan.


To help you achieve your retirement goals, the Financial Advisors at Genesis Wealth Advisors can help you envision what a successful retirement would look like for you. They will design a retirement savings and portfolio management strategy that can help you grow-and protect- the savings you have worked so hard to accumulate.


Our team of Financial Advisors have many years of experience in the asset management field. As a team, they are able to focus on providing you one-on-one feedback and support, as well as creating long-term relationships. With the right plan, you may be able to not only maintain your lifestyle but also set up a college funds for children and grandchildren.



How Can I Save For Retirement?


We know retirement is a primary goal for many clients, and our team of Financial Advisors work closely with individuals, families, and business owners to develop plans that will help each reach their intended goals. Our advisors offer strategies to help manage retirement contributions, allocate invested funds, and ultimately distribute those funds. 


By understanding the needs of each client, we allow them to address their retirement goals in a tax-efficient manner. Our Advisors also help our clients understand and manage their employer-sponsored retirement plans offered by current and previous employers.



How Much Should I Save?


Retirement Planning can be intimidating for those who feel unprepared. How much money you'll need will be influenced by the quality of life you hope to maintain after retirement. The traditional advice is that you should save at least 10 percent of your income, preferably more, starting in your 20s, but that varies from person to person. Current estimates suggest that healthy individuals should be planning for at least a 30-year retirement. Whether you're getting started early or trying to make up for lost time, our team of Financial Advisors will work together with you to create a strategy which would help you achieve your retirement investment goals.


Retirement planning is about preparing so that you will have enough money, even when the unexpected happens. As you close in on retirement, we will gradually rebalance your asset allocation to reflect the increased need for income. If the market stumbles or your financial situation changes, we will suggest the best way to stay on track. Retirement isn't just about money, it's also about personal fulfillment and enjoyment. The team of Financial Advisors at Genesis Wealth Advisors will help you create a financial plan to get the most from your retirement years.



How Should Retirement Funds Be Invested?


Each investment strategy has its own strengths and weaknesses. Some options seek slow, sustained growth with little risk while others can generate greater profits but may lose money quickly in a downturn. Our Financial Advisor team will consider your situation, including current earnings, assets in real estate, stocks, bonds, commodities, alternative investments and your desired year of retirement. If you have certain preferences for companies you are loyal to or would like to avoid, they can also incorporate these personalized aspects into your Financial Planning.



Who Can You Trust With Your Future?


You can count on the more than 40 years of combined experience and hands-on service from the team of Financial Advisors at Genesis Wealth Advisors for your retirement planning. We want to help you ensure that your retirement assets will be sufficient to maintain this quality of life for you and your family.


Don't let money and planning for the future hold you back from living in the present. Now is the time meet with our team of Financial Advisors at Genesis Wealth Advisors to develop and/or review your financial plan so that your retirement goals can have the greatest chance for success. 



If you have any questions about Retirement Planning and other financial services, contact Genesis Wealth Advisors to schedule an appointment today.