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Financial Planning Resources

Making the correct decision is much easier when you have all of the correct information, and in that vein we at Genesis Financial Group are happy to provide you with the following resources. If you would like access to any other information or resources please feel free to give us a call.

Client Discovery Document

Download our Personal Fact Finder

Helpful Websites:

Social Security Administration

Internal Revenue Service

Financial Industry Regulatory Authority (FINRA)


Financial Calculators

Retirement Overview Calculator

Calculate your Estimated Social Security Benefits

401(k) Retirement Calculator

College Savings Calculator

Calculate the value of your Savings Bonds

Fixed-Rate Loan Calculator

You May Also Find These Sites and Tools Helpful:


Resource Library/Links

Success Starts With a Strategy

Navigating Your Financial Waters

5 Pillars of a Retirement Plan

Understanding Brokerage and Investment Advisory Services

The ABC’s of College Funding and Financial Aid

Emergency Financial First Aid Kit

Information on Long-Term Care Policies



PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these wed sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.