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
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
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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Calculating your potential Social Security benefit is a three-step process.
The year’s end is the perfect time to do these 12 things.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There’s an alarming difference between perception and reality for current and future retirees.
A special needs trust helps care for a special needs child when you’re gone.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you know these three personal finance sayings?
Do you have causes that you want to support with donations? Here are three tips.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.