Financial Planning Resources

Genesis Financial Group is happy to provide the following resources.

Client Support Forms and Documents

Download our Personal Fact Finder

Weekly Commentary

Websites:

Social Security Administration

Internal Revenue Service

Links to Additional Websites of Interest

Financial Calculators

Calculate your Estimated Social Security Benefits

Calculate the value of your Savings Bonds

You may also find these sites and tools helpful:

Resource Library/Links

Navigating Your Financial Waters

The ABC’s of College Funding and Financial Aid

Factors to Consider When Retiring

Preparing for Emergencies

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.