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

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Can Election Results Predict the Market?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Saving on Fitness Center Membership Costs

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

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

View all articles arrow

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

Long-Term-Care Protection Strategies

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

View all presentations arrow

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

View all videos arrow