Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times

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

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

New Trends Redefine Travel

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

A Look at Systematic Withdrawals

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

View all calculators arrow

5 Smart Investing Principles

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

5 Smart Investing Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

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

Tax Management Strategies

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

View all presentations arrow

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Investments

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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Surprises

Making the most of surprises is a great reason to work with us.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

View all videos arrow