The Genesis Difference
We know that not every client who comes to us has the same goals and needs. At Genesis Financial Planning, we won’t offer you a one-size-fits-all solution. Rather we will work with you to develop a comprehensive plan as unique as you are, whether you are looking to retire, plan for college, or invest an inheritance.
An extremely important part of our financial planning process is our scenario testing. If you are retired or considering retirement, we will crunch the numbers to see how your retirement resources might hold up under a variety of worst-case scenarios. If the projected results under the worst-case assumptions fall short, we can work with you to devise strategies for success even in difficult economic times.
At Genesis Financial Planning we believe that a complete financial plan is the best foundation for any client relationship. We take a look at the whole picture, analyze where you are now and plan strategically for where you want to be. All of our financial plans incorporate scenario testing to help ensure our clients are not unduly exposed to a financial market downturn. We make certain that our investment management activities are appropriate for your situation and all the pieces are in place to get you on the right track. Our focus on comprehensive financial planning integrated with smart investment management enables us to help you succeed in the long haul, and that’s what matters most.
With 13 years in the financial services industry, including banking and financial planning, Gabe established Genesis Financial Planning. He is an Investment Advisor Representative and Independent Insurance Agent. His desire is to assist individuals with protecting and growing their hard-earned assets. He doesn’t believe in the cookie-cutter approach that many large firms utilize. He believes that everyone’s situation is unique and requires an individual plan to reach their financial goals. One size does not fit all when it comes to your financial future.
Originally from Rockwood, TN, Wes has been in the Middle Tennessee area for the past 20 years. After graduating from MTSU in 2007, he spent the past 13 years in the financial industry which includes experience working with employee compensation plans, retirement planning, investment portfolio construction, and affluent client wealth management. Wes believes in a “holistic” approach to Financial Planning, allowing him to view a client’s entire financial landscape to help them reach their goals and retire with the dignity they deserve. His belief in keeping client expenses low and optimal tax planning to help you keep your hard-earned money and let it work for you make him a perfect addition to Genesis Financial Planning. Currently, Wes resides in the Rockvale community with his wife Melinda and their 3-year-old twins Rhett and Arabella. He is a lover of all sports, most music, and Jesus Christ.