With years of experience helping clients with risk management and retirement planning, our focus is on you. As an independent boutique financial services firm, with no particular allegiance to any one provider, we can access products from across the market, not just through one specific company, so you can get the right products and services tailored for you and your family.
We use a financial planning process built on years of experience utilizing an in-depth fact find that allows us to get to know your business, personal and family needs. Encompassing all aspects of your business and personal lives, our process will cover your risk and financial planning needs corporately and personally. Providing unbiased
We use a financial planning process built on years of experience utilizing an in-depth fact find that allows us to get to know your business, personal and family needs. Encompassing all aspects of your business and personal lives, our process will cover your risk and financial planning needs corporately and personally. Providing unbiased recommendations and impartial guidance based solely on your needs and goals.
Every successful financial strategy starts with an excellent client relationship. Our mission is to exceed our client’s every expectation, deliver on promises made, and operate with honesty and integrity by building trust on a foundation of openness, understanding and caring. We value our clients and believe everyone deserves excellent s
Every successful financial strategy starts with an excellent client relationship. Our mission is to exceed our client’s every expectation, deliver on promises made, and operate with honesty and integrity by building trust on a foundation of openness, understanding and caring. We value our clients and believe everyone deserves excellent service, solutions for their specific needs, and solutions built on real relationships. We really like getting to know our clients not as transactions, but as people and families with needs.
Jacob began his career in the financial services industry in June of 2008. After noticing a lack of honesty, transparency, consideration and clarity in the industry professionals he had encountered during personal dealings and previous business ventures, he undertook licensing and a local insurance and investment company. With a focus on the small to medium size business owners market and their families, Jacob brings a different outlook to encompass all elements of their lives, bridging the gap between the business needs and family needs we all experience in the small business market. Alignment with industry partners, peers and strategic partnerships with a range of experience has led to the creation of
The Genesis Financial Group
Creating your new future today at
The Genesis Financial Group.
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