Comprehensive Wealth & Retirement Planning Services in Mount Laurel, NJ and Dunedin, FL
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 unbiased recommendations & solutions to our clients without the pressure to sell proprietary products. Your best interests always come first.
Primary Retirement & Financial Planning Services:
- Retirement accumulation & income planning
- Asset management, 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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A few strategies that may help you prepare for the cost of higher education.
Earnings season can move markets. What is it and why is it important?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here is a quick history of the Federal Reserve and an overview of what it does.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, cracking the code on bonds.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In life it often happens that the answers to our most pressing questions are right in our own backyards.