Home | Jervey Genesis Solutions

Financial solutions for every season of life

Financial solutions to give you peace of mind

Solutions to help you see your current and future financial picture

Financial solutions for every season of life

Our 3-D Process

Every action we take is based on our data-driven, 3-D process

Discover

Discover your financial position and goals

Design

Analyze the data and design a plan that works to accomplish your goals

Deploy

Put the plan into action and you onto the road to financial independence

Our Commitment to You

Through Organization, Accountability, Objectivity, Proactivity, Education, and Partnership, we are dedicated to helping you achieve your financial goals.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

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.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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How Stocks Work

Understanding how a stock works is key to understanding your investments.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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