Wealth Advisor
CurrentInvestments, taxes, insurance, estate planning...the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. My approach can help you invest conservatively, reduce your exposure to taxes and meet your insurance needs, and it provides a plan to successfully transfer your wealth to your children and grandchildren.Tax-advantaged investing Retirement planning Investment portfolio analysis Estate planningRisk ManagementLong Term CareFee based asset managementSecurities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (ww.finra.org)/SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Genesis Financial Group is not affiliated with Kestra IS or Kestra AS.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-7101
