Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Comprehensive Wealth & Retirement Planning Services in Mount Laurel, NJ

Serving The Financial Planning Needs of New Jersey,
Greater Philadelphia, PA 
& Greater Tampa Bay, FL Communities  

Philadelphia PA Financial Planners


Genesis Wealth Advisor Group, LLC offers multi-generational wealth management and estate planning services.  We help individuals and hard working families to create a far-reaching financial plan.  One that works not just for your lifetime, but also future generations.


Cohesive Team of Wealth Managers & Financial Planners

As a leading Mount Laurel, New Jersey & Dunedin, Florida based financial services firm, our mission is to help you grow and preserve wealth, protect assets, generate income and align your financial plan with your values and lifestyle goals.


Integrity & Confidentiality

As financial advisors with an indepenent business model, we provide recommendations & solutions to our clients which we feel are in the clients best interest.  Your best interests always come first. 

Primary Retirement & Financial Planning Services:
  • Retirement accumulation & income planning
  • Asset management strategies, investment strategies & cash flow considerations during retirement
  • 401(k) investment guidance, including company-sponsored plans
  • Planning for incapacity, disability & long-term care
  • Retirement income tax impact analysis
  • Social Security income maximization planning


Meet Founder & Financial Advisor Scott Jones, a Registered Financial Consultant (RFC®) and Chartered Retirement Planning Counselor (CRPC®) and our team.

Mount Laurel NJ Financial Planning
Plan today, for the security and freedom you desire for tomorrow and for your future generations. 


Contact us for a complimentary and confidential financial planning & wealth management consultation.  Experience our dedication to helping individuals and families: spend, save, invest and plan comprehensively.

 

 

RFCChartered Retirement Planning Counselor



Helpful Content

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Saving on Fitness Center Membership Costs

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

View all articles arrow

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

View all videos arrow