PLANNING
Holistic Comprehensive Management
Failing to prepare is preparing to fail.
GenFi provides independent, objective, comprehensive financial planning services to corporate executives, business owners, and family groups. Our consultants work closely with you to build, manage and preserve your wealth. We strive for excellence in every aspect of our practice and act with the utmost integrity and confidentiality.
We provide a disciplined approach to financial planning that is individually customized and addresses:
Retirement Planning:
- Forecasting retirement requirements
- Regular cash flow review: planning and forecasting
- Debt management
Benefits Maximization:
- Overall compensation package review and assistance with administration
- Stock option analysis and quarterly review
- Deferred compensation program assistance
- Maximize use of company sponsored benefits
Estate and Income Tax Planning:
- Review of existing estate plan
- Identification of and assistance with implementation of appropriate estate and
income tax planning ideas and strategies
- Ongoing annual review of estate and income tax issues
Investment Management:
- Evaluation and determination of overall strategy and asset allocation
- Management of concentrated stock positions
- Assessment of risk tolerance and Assistance with volatility management
- Tax efficient implementation of allocation
- Access to managers and funds at reduced minimums and fees
- Quarterly Investment Performance Review
