Comprehensive Wealth & Retirement Planning Services in Mount Laurel, NJ
and Dunedin, FL
Serving 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 Financial & Retirement 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 wealth management consultation. Experience our dedication to helping individuals and families: spend, save, invest and plan comprehensively.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Building Your Legacy
A four-step framework for building a personal legacy.
An increasing number have been developed to help individuals with their personal finances.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Here's a breakdown of how the federal government spends your tax money.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Understanding how a stock works is key to understanding your investments.
What kind of auto insurance should you have? Do you know?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The decision whether to buy or rent a home may have long-term implications.
Have you explored all your options when it comes to managing your taxable income?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”