We take a balanced approach to retirement

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About Us

Trust is the cornerstone of Genesis Financial. We know that you want to work with an organization where your financial security and independence are their top priority, which is why we focus on long-term relationships founded on mutual trust and respect.

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Services We Offer

We have the expertise and experience to help with all major financial decisions in your life.

Retirement Strategies

What will your retirement look like? You may need to approach it with a new perspective. After you have estimated the money you'll need for retirement, we'll help you to examine all possible sources from which this income might come and see how they compare against each other.

Insurance

With retirement planning or protecting yourself from a financial risk like unemployment, you don't want any surprises when that emergency arises. Genesis Financial Group can provide peace of mind through its vast knowledge of how different policies work in relation to each other. What is best suited for you, as an individual or a business, needs to change over time.

Tax Planning

Whether you are an individual preparing taxes for the upcoming year or a small business owner who wants to maximize pre-tax profit, our team of experienced and CFP/CPA licensed advisors can help you plan, control, and comply with tax laws to best serve your needs.

Senior Healthcare

We understand the importance of having the right medical insurance provider. Our friendly, knowledgeable staff is on hand to assist with providing all the information you need on Medicare Supplements, Medicare Advantage, Drug Plans, Dental Plans, and Final Expense Insurance. This way, you can make an educated decision about what's right for you and your family.

Estate Planning

With all the hard work you've done to make a better life for you and your loved ones, don't let that stop now. With Genesis Financial Group's legacy and estate planning strategies, we'll be able to help assist with any future needs of yours or those close to you.

Long Term Care

Living out the rest of your life comfortably is important to most people. Many different options are available for those reaching their senior years, from home health care or living in a nursing home. If you prepare early, it can help reduce any burden on loved ones by saving money that would have been wasted paying someone else later in life.

Legal Services

Genesis Financial Group has partnered with LegalShield to offer our clients access to full-service legal plans to give you the power of an entire team of legal professionals at your fingertips. Our priority is to make sure you have access to experienced attorneys who can help with your legal needs at any point in life, even when you’re not sure what those needs really are. Services include: