Cultivating financial success: our unique approach to investing.
At Genuine Wealth Solutions, our research and experience in investing has led to one simple investment philosophy: a passive approach to a growth and income portfolio that is prepared for the unexpected and optimistically positioned for the future.
Our goal is to align your investments with your financial plan.
We always start our investment process by establishing a clear picture of your cash flow.
Once we know what money is coming in (e.g., income, pensions, social security) and what money is going out (e.g., living expenses, taxes), we can determine what role your investments will play in securing your financial freedom.
Once your financial plan is complete, we will construct and monitor your investment portfolio using the following three guidelines:
Simplicity
Different offerings and strategies frequently make the investment world overwhelmingly complex. It doesn’t have to be that way. Our investment strategy is built on three completely transparent components: cash, equity funds, and bond funds. That’s it.
Accessibility
Life happens. The market environment changes. Opportunities arise. The only constant is change. Therefore, your portfolio needs to be accessible and adaptable to whatever comes our way. That means no surrender periods, no charges for making changes, and full access to your funds, always.
Variety
Rather than try to outmaneuver the market, we embrace market uncertainty and position our portfolio for what could happen by diversifying your portfolio across various investment styles and strategies. We focus on protecting what you need in the short term while allowing for future growth in the long term.
Our insights on life, investing, and the benefits of smart finance.
Genuine wealth insights
The Genuine Wealth Method
Step 1:
Explore and Understand
Begin your journey with a personal discovery session. We'll carefully understand your financial goals, current status, and what makes you you. This is where we lay the groundwork for your financial future.
Step 2:
Growth and Guidance
With your goals in mind, watch as we cultivate a tailored financial strategy where we meticulously attend to every detail of your plan.
Step 3:
Reap the Rewards
With the complexities of financial planning taken care of, you can relax and enjoy the vibrant life you've created and experience the peace and satisfaction of a well-planned financial future.
Let's build your wealthy life today. Your dream financial future is just a conversation away
The greatest return your investments can provide is control over your time.
Schedule a consultation with us and discover how our approach to investing can simplify and enhance your financial journey. Visit our Services and Pricing page to learn more about how we can partner together for your financial success.
✓ Achieve the fulfilling life you deserve.
✓ Build a legacy that extends beyond wealth.
✓ Take back control of your time with serenity and stability.