Welcome to Genesis Financial Group, Inc. and Genesis Wealth Management Group, LLC.
Genesis Financial Group, Inc. specializes in working with retirees and those approaching retirement; developing retirement and insurance planning solutions while preserving and SAFELY growing their retirement assets. Our practice focuses on showing our clients how to protect and preserve their assets from various threats all retirees face. Our clients sleep well at night knowing their affairs are in order and that their nest egg is protected from probate, stock market risk, health care risk and unnecessary taxes.
Genesis Wealth Management Group, LLC. is an independent Registered Investment Advisor serving East Alton, IL and surrounding communities and provides Financial Planning and Third Party Asset Management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Genesis Wealth Management Group, LLC..
Genesis Wealth Management Group, LLC. provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third party money managers. Our goal at Genesis Wealth Management Group, LLC. is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Genesis Wealth Management Group, LLC. is legally obligated to put our client's interests first.
* Commissions are received on the sale of insurance products.