Genesis Financial Partners
Our mission is to provide personal, caring and knowledgeable advice to help you clarify goals and realize dreams. We'll sit down with you and really get to know who you are and where you want to be. Together, we'll go over your current and long-term financial needs. That way, we can help you create a realistic, personalized financial strategy. We view each of our relationships in the context of a process that evolves over time. If your financial situation changes, your advisor will always be ready to adjust your portfolio. Our primary commitment is your long-term financial success.
Genesis Fianancial Partners believes in flexibility. Your advisor will consider a wide range of investments before creating the portfolio we feel is best suited to your individual financial objectives. Choices available include institutional portfolio management services, indexed mutual funds and a diversified account that includes mutual funds, stocks and bonds*.
Your objectives may include financing a comfortable retirement, your child's education, a daughter's wedding and/or many other goals that will bring you satisfaction and peace of mind. We want you to feel secure that your aspirations are attainable. We take great pride in our sound, consistent, professional advice and service.
Our services to help you reach your goals include:
- A second opinion on current financial planning and investments
- Advice on employee stock options
- Analysis of insurance needs
- Asset and investment management
- Cash-flow expense planning
- College funding strategies
- Estate planning
- Long-range and life-style planning
- Lump-sum distribution advice
- Retirement planning strategies
*Securities offered through Cambridge Investment Research, Inc., and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc.
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