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Lord let me, plan with Wisdom, guide with Vision, lead with Humility, listen with Understanding, work with Excellence, and succeed in a way that honors you! Learn about our team and see what makes us different. Have a look at our specialized services and see if they suit what youre looking for. Keep up-to-date with whats going on in the industry. Indepth goal setting / Tax advantaged wealth creation and transfer concepts. Need some personalized advice?

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Lord let me, plan with Wisdom, guide with Vision, lead with Humility, listen with Understanding, work with Excellence, and succeed in a way that honors you! Learn about our team and see what makes us different. Have a look at our specialized services and see if they suit what youre looking for. Keep up-to-date with whats going on in the industry. Indepth goal setting / Tax advantaged wealth creation and transfer concepts. Need some personalized advice?

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Home | Generational Financial Planning | genfp.com Reviews

https://genfp.com

Lord let me, plan with Wisdom, guide with Vision, lead with Humility, listen with Understanding, work with Excellence, and succeed in a way that honors you! Learn about our team and see what makes us different. Have a look at our specialized services and see if they suit what youre looking for. Keep up-to-date with whats going on in the industry. Indepth goal setting / Tax advantaged wealth creation and transfer concepts. Need some personalized advice?

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Advisory Services | Generational Financial Planning

http://www.genfp.com/advisory-services

The benefit of experience! If you are ready to put the “Benefit of Experience” to work for you, please contact Generational Financial Planning today. Have you met our team? We have a wealth of experience in the financial services industry. 7355 E Thompson Peak Pkwy, C1003, Scottsdale, Arizona 85255. Securities and Advisory Services Offered through Geneos Wealth Management, Inc. Member FINRA.

2

Our Team | Generational Financial Planning

http://www.genfp.com/our-team

A cornerstone of financial planning is the recognition that everyones economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today. 7355 E Thompson Peak Pkwy, C1003, Scottsdale, Arizona 85255.

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Asset Allocation | Generational Financial Planning

http://www.genfp.com/asset-allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class. This reflects the investor’s comfort level with market fluctuations...

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Our Process | Generational Financial Planning

http://www.genfp.com/our-process

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies. This goal-based financial security planning approach is designed to help you:. Define customized short and long-term goals that ensure you choose only the right financial products and services. Pro-actively manage an...

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Retirement Planning | Generational Financial Planning

http://www.genfp.com/retirement-planning

There actually is a lifetime after retirement and the need to be able to provide for a steady stream of income that cannot be outlived is more important than ever. With the prospect of paying for retirement needs for as many as 20 years, retirees need to be concerned with maintaining their cost-of-living. Depending on the size and type of the organization, they may offer a 401(k) Plan, a Simplified Employee Pension Plan or, in the case of a non-profit organization, a 403(b) plan. Traditional and Roth IRAs.

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Home | Generational Financial Planning

Lord let me, plan with Wisdom, guide with Vision, lead with Humility, listen with Understanding, work with Excellence, and succeed in a way that honors you! Learn about our team and see what makes us different. Have a look at our specialized services and see if they suit what youre looking for. Keep up-to-date with whats going on in the industry. Indepth goal setting / Tax advantaged wealth creation and transfer concepts. Need some personalized advice?

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