Broker Check

Who We Help

At Genesis we are here to help you no matter your age, income level, or net worth. All levels below receive the same high level of service and expertise.

Level 1:

You might fit in this category if:

  • You have 5 – 10 years or less in the workforce, Just got married or starting a family
  • You need cash flow management, budgeting strategies, or not sure where to save
  • You are wondering if you should rent or buy
  • You are balancing paying off debt with retirement savings and future purchases
  • You want to start tax planning
  • You want to understand the investment opportunities available to you
  • You are seeking objective advice about basic insurance coverage and estate design
  • You want to build a framework for making financial decisions.


  • You are interested in exploring the timing of retirement or financial independence;
  • You have a business or a church.
  • You want to be more proactive in your tax planning;
  • You have savings in 401(k) and/or IRA accounts;
  • You might be considering education planning for young children;

Level 2:

You might fit in this category if:

  • You have the characteristics of level 1 to a more complex degree;
  • You are established in your career, approaching retirement or in retirement
  • You seek advice on pre-retirement decisions or post-retirement decisions
  • You may have existing insurance policies and/or estate documents;
  • You may have received an inheritance or other windfall;
  • You have accumulated a moderate level of investments including real estate.


  • You have multiple sources of compensation;
  • Stock options or restricted stocks make up an appreciable percentage of your net worth;
  • You have participated in deferred compensations for several years and have multiple elections;
  • You are the primary owner of a business that has multiple employees.

Level 3:

You might fit in this category if:

  • You have a highly complex overall financial situation, or have one particularly complex service area;
  • You have characteristics of level 2 but to a more complex degree;
  • You have multiple levels of income or are a business owner;
  • You have sophisticated investments;
  • You own complicated insurance policies.
  • You have a large estate

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