Independent.
Unbiased. Focused on You.
As a fee-based Independent Registered Investment Advisor, we operate independently, with your financial goals as our top priority, and the freedom to select investment options that best suit your needs.
Our focus is on building, growing, and protecting the wealth
of our Private Client Group and Business Retirement Plan Clients. With a
commitment to personalized service and unbiased advice, we empower you to
achieve your financial objectives with confidence.
Key Services:
- Fee-Based:
Our clients hire us to provide unbiased and actionable advice.
- Wealth
Management: We take a comprehensive approach to financial planning,
considering all aspects of your financial picture.
- Growing
Wealth: We provide ongoing guidance and portfolio management to
navigate market fluctuations.
- Protecting
Wealth: We identify and implement risk management strategies to
safeguard your assets.
- Retirement
Planning: As a trusted advisor, we guide clients nearing retirement
through the financial transition, focusing on goal setting, investment
planning, risk management, and income planning. We specialize in:
- Social
Security maximization strategies
- Pension
and retirement account distribution planning
- Creating
sustainable income streams
Business Retirement Plan Services:
- Tailored
Retirement Plans: We collaborate with you to develop customized
retirement plans for businesses, ensuring optimal benefits for both you
and your employees.
- Plan
Benchmarking: We assess your current plan's performance to uncover areas for optimization. Our detailed report provides insights to streamline administrative processes, enhance investment options, or reduce fees, maximizing the value of your retirement benefits.
At Genesis Wealth Management Group, Bill Kinkel partners
with a team of Certified Financial Planners to work closely with individuals,
families, and business owners in developing personalized financial plans for
retirement, wealth management, and overall financial security.
