Financial Consulting Services

Take Control of your Financial Future

Do you picture yourself owning a new home, starting a business, or retiring comfortably? The pace and complexity of managing modern finances may leave some people unprepared to pursue a confident financial future. If you're feeling less than confident about your future, having a well-prepared financial plan can help put you in control. Financial planning is a process through which an advisor seeks to help you target your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources.

In addition to our traditional wealth management services, advisors at GENESIS Wealth Management now provide a holistic financial planning approach with the goal to help maintain overall financial health and accomplish multiple financial goals. Whether it's a more comprehensive financial plan or a specific planning need, our services always align your current priorities, including ongoing review and monitoring. Advisors offer several different financial planning services offered through LPL Financial, a registered investment advisor.

Flat Fee Comprehensive Consulting Services

Our comprehensive financial services aims to provide stratigies that are customized to your objectives and capable of addressing a wide range of circumstances and concerns. We partner with you to better position you to pursue your financial goals and aspirations.

Our flat fee comprehensive services include:

Cash Flow / Budget Planning
Retirement Planning
Education Planning
Investment Planning with Asset Allocation
Insurance Planning
Income Tax Planning
Estate Planning
Business Planning
Personal Financial Planning

Our advisors charge a flat fee based on annual financial planning service through the LPL Financial Registered Investment Advisor (RIA) using approved financial planning software.

Brochure --- Planning Your Financial Future

Financial Consulting Packages

Hourly Consulting

Our hourly consulting services include specific financial problem-solving and consulting in areas that are somewhat different than the services offered through traditional, comprehensive financial planning. As evidenced by the range of the planning services, there are many potential situations in which we can provide valuable, targeted services.

Hourly consulting is a flexible and affordable option if you are seeking sound financial guidance delivered in a deliberate, goal-oriented manner. You get as much assistance as you need, when you need it throughout your life.

Our advisors charge an hourly rate for permitted financial planning services through LPL Financial Registered Investment Advisor (RIA). A written deliverable report is not required.

Participant Consulting Advice Program

Employed-sponsored retirement plans are, by their nature, oversimplified to meet the needs of many. Our Participant Consulting Advice Program (PCAP) is designed to provide you with one-on-one advice and investment support to individual participants for their work 401(K), 403(B), 457, TSP, SEP, SIMPLE IRA Plans. Through PCAP, we provide you with asset allocation and/or specific investment recommendations tailored for your retirement plan assets. Here are some examples of who PCAP is designed for;

If you are currently using a Target Date Fund for all or most of your 401(K) allocation
If you are unsure whether your 401(K) investments are performing well or not
You notice performance is not in-line with industry benchmarks such as the S&P 500 and you're not sure why
You are selecting funds at random without understanding the purpose of each fund
You are unsure whether your current 401(K) investments are suitable for your age, goals, and risk tolerance

This services are provided through a one-time engagement with flat fee $250.

eMoney Integration

We’ll then use the eMoney platform to integrate your financial plan into a robust personal financial website. Its powerful engine can generate comprehensive financial analytics --- calculating cash flow projections, modeling “what-if” scenarios, and generating alerts when adjustments may need to be made. You’ll have access to budget tools, reports, educational materials, and storage for personal documents in one convenient and secure location.

Our comprehensive security measures include password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more. With each measure in place, you can be confident that your important information is safe and secure.

Our Interactive Planning Technology

Visualize the Impact of Every Recommendation

With Interactive Planning technology, we won't tell you how your decisions will affect your financial future. We'll show you.

Goal Planner

Interactive Goal-Based Planning.

Define goals and track your progress towards them.

Decision Center

Interactive Cash Flow Planning

Visualize the impact of goals and recommendations in real-time.

Distribution Center

Interactive Estate Planning

Leave a lasting legacy to those most important to you.

Create Your Financial Plan

Create a financial plan to pursue your goals. eMoney helps us determine where you are today and where you want to go. This gives us the resources to create a road map that leads you to highest probability of reaching your goals. Once we understand your goals, we will develop a long term financial plan that can set you up for your future.

Getting Started

Have a Question

Name

Email

Address

Phone

Question

Thank you!

Oops!