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A 15-minute, 3-step process to help you evaluate your current chances of a successful retirement and determine changes you can make to increase those chances.
Find out, risk free, in 3 simple steps
This quick phone call with Anna, our new client coordinator, helps to make sure your situation matches our expertise. In this conversation, we'll also match you with one of our financial advisors and schedule your 15-minute Checkup.
During this 15-minute call, either via video or phone, a GenWealth Advisor will walk you through your current retirement situation, your probability of a successful retirement, and recommendations that could improve your probability of success.
After your check-up call, you will be presented with recommendations on how to improve your probability of a successful retirement. If you desire to implement those changes, a no-cost strategy session with a GenWealth Advisor can be scheduled.
It’s helpful to have this information readily available for the intro phone call
Current annual income
Current total retirement assets
401K, Pension, etc.
Percentage of total assets in stocks
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.
We believe that your financial plan should be a living, breathing, and evolving series of decisions customized for you and your family that takes what you’ve earned, accumulated, and saved—no matter what that is—and turns it into a system of income for you to continue to live on for years to come.
Securities offered through LPL Financial LLC, Member FINRA / SIPC | Investment advice offered through Independent Advisor Alliance. Independent Advisor Alliance and GenWealth Financial Advisors are separate entities from LPL Financial. This website is intended for use by the residents of: AL, AR, AZ, CA, CO,CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, WA and WI. BrokerCheck
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