We started small and believe everyone needs help, no matter where they are on the journey toward financial independence. You provide the vision, we provide the plan, the education and the tools to help you get there.
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We get it! Balancing plans for the future with demands of the present can be tough. Find clarity, balance and a clear course of action guided by a financial “coach” to support you.
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Life in retirement requires much MORE than just investments. Discover how to harness the power of MORE for your retirement years.
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No one builds a house without a set of blueprints. We help you take your retirement plan “from vapor to paper”.
Income is key to success in retirement. We help you plan for regular, predictable, inflation-adjusted income for “Life 2.0”.
A part of winning is not losing. We help you protect your income, your wealth and your family.
Roll it over, cash it out, move it to your new job or keep it where it’s at. We help you decide what’s best based on your specific situation.
You are the reason for our work. Everything we do at GenWealth is designed with the intent of improving your financial situation, helping you pursue your goals and fulfilling your financial purpose. From the beginning in 2005, founders John Shrewsbury and Janet Walker have made sure GenWealth acts in your best interest, remains independent and provides an atmosphere that feels like home. When you entrust us with your finances, you have the benefit of working with a team of professionals, each focused on treating you like a member of our family.
Retirement planning and Education by trusted advisors. Advice specifically Designed for You and your legacy.
Our READY to Retire process is part investment strategy and part teamwork designed with you in mind. With this process, you can expect:
From a handful of clients in 2005 to one of the largest independent financial firms in the south, GenWealth has grown because our clients have come to appreciate our simple, personal, straightforward approach. Over the years, our team has grown from 3 to over 30 members located in 6 cities across the region. A majority of our team are FINRA registered advisors and representatives. Our team collaborates on each client’s specific needs and puts together a written, customized plan- “on paper, on purpose.”
Supporting GenWealth is a group of over 2,300 at LPL Financial, the nation’s leading independent broker-dealer.* LPL provides us with objective market research, operational support and innovative technology.
*Based on revenues, Financial Planning magazine 1996-2018
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