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What We Do

 

There's More Ahead than Just Financial Goals.

 

In a world of account balances and market swings, it’s easy for the numbers to feel like the goal and to lose sight of what we’re working for in the long run. Our team of Financial Advisors at Genesis Wealth Advisors take the time to understand what’s truly important to you. Together, you’ll develop a holistic financial plan customized for your life – to help you live more confidently today. And tomorrow.

 

 

Why Genesis Wealth Advisors?

 

When you Have the Right Financial Advisor, Life can be Brilliant.

 

What matters most to you in life? It's a big question. But it's just one of the many questions the team of Financial Advisors at Genesis Wealth Advisors will ask to get a better understanding of you, your goals and your dreams. Questions you might not hear from other advisors.

 

Together, you and our team of Financial Advisors will consider all aspects of your financial life ensuring as your life changes, your plan does too.

 

They will help plan for your essential expenses to be covered and determine how to fund the lifestyle you seek, prepare for the unexpected and leave the legacy you desire. All to help you pursue your goals. Both today and well into the future.

 

 

How Genesis Wealth Advisors Compares

 

Not All Financial Advisors are the Same

 

To Genesis Wealth Advisors, it’s more than just investment management — it’s about a comprehensive financial planning approach through an ongoing advisory relationship that can change over time to meet your needs.

 

Financial planners in the industry generally offer investment management, but not all investment managers offer a comprehensive approach to financial planning.

 

With the team of Financial Advisors at Genesis Wealth Advisors, you can choose different ways to collaborate with your advisor. For example, the Genesis Wealth Advisors team can help you select investments specific to your goals and objectives. They can also provide advice on the other areas of your financial situation through a comprehensive approach to financial planning. 

 

 

Products and Services For Your Needs

 

Through Lincoln Investment, the team of Financial Advisors at Genesis Wealth Advisors has access to a wide selection of  products and services  including investment products, insurance, brokerage services and other solutions to help you meet your needs for education savings, protection, estate planning, retirement and more.

 

Investment strategies

  • Stocks
  • Bonds
  • Mutual funds
  • Managed Accounts
  • Annuities
Insurance

Insurance

  • Life
  • Disability
  • Critical Illness
  • Long-Term Care
Retirement Accounts

Retirement accounts

  • IRA
  • Roth IRA
  • SIMPLE IRA
  • SEP IRA
  • 401(k)
Education Savings

Education savings

  • 529 plans
  • Coverdell Education Savings Accounts
  • Custodial accounts
  • UGMA/UTMA

 

 

 

 

 

 

 

 

 

 

Genesis Wealth Advisors Approach to Retirement

 

We'll help you feel confident about your financial future — at any stage in your life. You'll have straightforward conversations with our team of Financial Advisors, who will identify clear steps to help you reach your dreams and goals.

 

Our team of Financial Advisors make retirement planning more manageable by breaking it down into doable steps. Their approach helps you cover essential expenses and help you plan for your lifestyle so you'll be able to do the things you've dreamed about in retirement. Our team of Financial Advisors help you to prepare for the unexpected and encourage you to think about your legacy.

 

The plan you build together with our team will address four key needs: covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.


Covering Essentials

 

This is where we cover your absolute 'must haves.' A place to live, utilities, transportation. Our Financial Advisors help you find guaranteed or stable income sources to cover these expenses.

 

 

Helping Ensure Lifestyle

 

These are all things you want to have or want to do so you can enjoy the retirement you've worked so hard for. Our Financial Advisors help you build a sustainable investment and withdrawal plan to cover these expenses.

 

 

Preparing for the Unexpected

 

These are the things that could derail your retirement. Such as an accident or disability. Our Financial Advisors help you prepare for the certainty of uncertainty.

 

 

Leaving a Legacy

 

This is what you'll leave to your kids, your place of worship, your community. Our Financial advisors work with you to help your money go where you want it to.

 

At Genesis Wealth Advisors, our relationship with clients doesn't stop when we build a plan. We work with our clients to help them stay on track over time.

  

Financial Planning

 

Financial Planning with  Genesis Wealth Advisors

 

Our team of Financial Advisors help clients achieve their financial goals through personal planning and advice.

 

We listen to your dreams and goals, create a personalized financial plan, and track your progress over time.

  •  Financial Planning is the process of helping clients meet their financial needs today and reach their dreams and goals tomorrow.
  • Whether you're in the process of building your wealth, or if you're near to or already in retirement, a conversation with our team of Financial Advisors at Genesis Wealth Advisors can make financial planning more manageable.
  • Our comprehensive Financial Planning approach considers all parts of your financial life.

 

 

Working With Genesis Wealth Advisors


As you Look Ahead to the Future — Especially Retirement — you may be Wondering: 

  • Will you be able to balance the needs of today with tomorrow’s goals?
  • Will you have enough money to live life on your terms?
  • Can you protect yourself and your loved-ones from the certainty of uncertainty?
  • Will you be able to leave a legacy for the people or causes you care about?

 

Now imagine the confidence you could feel with a team of Financial Advisors from Genesis Wealth Advisors at your side to help answer your questions and offer the advice and guidance you need to map out a plan.

 

 

It’s Based on a Personal Relationship

 

No matter where you find yourself today or see yourself in the future, a financial planning relationship with the team of Financial Advisors at Genesis Wealth Advisors can help you find your financial balance and bring your dreams and goals more within reach.

Our approach to financial planning starts with a one-on-one conversation. At its core is a personal relationship with a team of Financial Advisors dedicated to helping you reach the future you imagine, on your own terms, in a way that is convenient for you.


It all starts with learning about you. Our team of Financial Advisors will take the time to: 

  • Listen closely to you and learn what you value
  • Analyze your current financial situation
  • Understand your feelings about managing money

 


Then our team will offer personalized advice and guidance to help you reach your financial goals. The team of Financial Advisors at Genesis Wealth Advisors has access to a broad array of solutions to help you plan for your confident future.

 

And once you have a plan in place, you’ll know that our team of Financial Advisors will stay with you over time, helping you track your progress toward your goals and making adjustments along the way when your life or dreams change.

 

 

To learn more about Genesis Wealth Advisors and what we do, contact us to schedule an appointment today.