Welcome!
Genesis Financial Group is a Texas based practice committed to serving the needs of families, businesses and individuals seeking independent advisors that make it their mission to provide custom financial planning advice.
Established in 2005 in Amarillo, our financial consultants remain committed to providing service, investment advice, and financial planning that is designed to help you achieve your goals.
Our practice’s goal is simple –To improve the lives of our clients by delivering genuinely personal comprehensive financial planning. We believe there is a tremendous distinction between financial planning and investment services. Let us show you the difference, give us a call today for your free consultation.
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Why Choose Genesis Financial Group?
Our independence lends us the freedom to serve our clients in the ways we feel are best. As fee-based investment advisors we emphasize building wealth through long-term client relationships, rather than selling financial products. By using an open investment architecture with no proprietary products, we can offer our clients total fee transparency and superior client service levels. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.
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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.
Do You Know How Much Risk Is in Your Portfolio?
Reducing an investor’s risk is a side of investing that is often overlooked, and many investor's portfolios are subject to more volatility than they would expect. Every investing plan we customize, manage, and monitor is constructed with risk management in mind.
At Genesis Financial Group our investment process is designed to protect your plan and your portfolio. So take the brief risk analysis below to see if your current portfolio fits you.
Helpful Content
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.