Independent. Unbiased. Focused on You.
As a fee-based Independent Registered Investment Advisor, we operate independently, with your financial goals as our top priority. Unlike advisors at large firms who may be influenced by internal pressure or obligated to promote proprietary products, we have the freedom to select investment options that best suit your needs.
Our focus is on building, growing, and protecting the wealth of our Private Client Group and Business Retirement Plan Clients. With a commitment to personalized service and unbiased advice, we empower you to achieve your financial objectives with confidence.
Key Services:
- Fee-Based: Our clients hire us to provide unbiased and actionable advice.
- Wealth Management: We take a comprehensive approach to financial planning, considering all aspects of your financial picture.
- Growing Wealth: We provide ongoing guidance and portfolio management to navigate market fluctuations.
- Protecting Wealth: We identify and implement risk management strategies to safeguard your assets.
- Retirement Planning: As a trusted advisor, we guide clients nearing retirement through the financial transition, focusing on goal setting, investment planning, risk management, and income planning. We specialize in:
- Social Security maximization strategies
- Pension and retirement account distribution planning
- Creating sustainable income streams
Business Retirement Plan Services:
- Tailored Retirement Plans: We collaborate with you to develop customized retirement plans for businesses, ensuring optimal benefits for both you and your employees.
- Plan Benchmarking: We assess your current plan’s performance to uncover areas for optimization. Our detailed report provides insights to streamline administrative processes, enhance investment options, or reduce fees, maximizing the value of your retirement benefits.
At Genesis Wealth Management Group, Bill Kinkel partners with a team of Certified Financial Planners to work closely with individuals, families, and business owners in developing personalized financial plans for retirement, wealth management, and overall financial security.
Fee-based financial planning and investment advisory services through Genesis Wealth Management Group, LLC, a Registered Investment Advisor in the State of Illinois. Investing involves risk, including loss of principal. Being registered as an investment advisor does not imply a certain level of skill or training. Insurance Products and Services when applicable are offered through Genesis Financial Group, Inc
