An Unparalleled Planning Experience

Genex Consulting was built upon the shared belief that quality financial planning must be comprehensive and holistic. Details matter! Our areas of expertise include Estate Planning, Risk Management, Business Investment Planning, Business Succession, Estate Planning and Retirement Planning. You just can’t plan thoroughly without looking at a client’s entire financial situation. It’s all connected and must be carefully integrated into the master plan.

Genex Consulting wealth managers will quarterback the planning process. It is a journey that will provide an organizational structure to your entire financial ecosystem, asset by asset, title by title. We must work diligently to uncover opportunities that have been missed and gaps that need to be fixed. Clients often tell us we are the “missing advisor” that helped bring it all together. We know others are out there that need us and could benefit greatly from our involvement in their lives. When you work with Genex, you can expect:

1. Creative Design Ideas – We take the time to truly get to know you. This includes everything that is important to you – your family, business assets, retirement plans, your goals, dreams and passions. It all matters to you and is relevant to your financial future. We also want to know your financial concerns and what keeps you up at night. With a meaningful and deep understanding of all assets, cash flows, hopes and dreams, we can design a comprehensive plan that includes creative solutions customized for you and your life’s work.

2. Coordination
– Doctors know you cannot just treat an isolated problem; you have to treat the whole patient. Genex Consulting operates the same way. We will work with your key advisors and make introductions to others if necessary, to ensure that the entire team is working together with a common goal of overall financial health. Let us take the lead and ease the burden of orchestrating your team for you. We have knowledge and experience to unify the team and lead you through our process. Our goal is to give you peace of mind so you can experience life to the fullest.

3. Catalyst – Your financial plan is only as good as its execution. At Genex, we are relentless. We will do whatever it takes to ensure the plan is implemented as promised. That’s who we are and it’s what makes us different from the rest.

By choosing Genex Consulting as your wealth planning partner, our entire team will dedicate our expertise and resources to you wholeheartedly, every step of the way.