Our Ideal Client
Over the years, we have come to understand the importance of defining our ideal client. We learned a long time ago that we can’t be all things to all people, but rather, aspire to be all things to a select group of people: our clients.
Our ideal client is a Triple A client
The first A stands for assets.
Our ideal client has the assets that generate the level of complexity we built GEN to address and manage. Our clients typically entrust us with at least $1 million of investment assets. The majority of our clients are self-made, like the proverbial millionaire next door.
Maybe more important is the second A. That stands for attitude. Our ideal clients:
- Are kind people
- Have a positive attitude
- Are engaged and responsive
- Are charitable and care about their communities
- Have purpose in their lives
Finally, the last A stands for advocacy.
Our clients are advocates, not only for GEN and our process, but more importantly, they are advocates for the people who are important to them: their family, friends, and colleagues. If they see that someone is facing a difficult financial question or decision, they go out of their way to introduce us so that we can help. Bottom line, if someone is important to our clients, they are important to us.
You are more than customers who walk through our door.
We know our clients. They’re our neighbors, our friends, and our family. Hearing about their children or in-laws, where they went to school, or their favorite hobby, allows us to fully understand their complete financial picture in relation to their goals, values and aspirations.
Our clients are confident that the team at GEN Financial will be there at every step of their financial journey.
Who We Serve
Entrepreneurs and Business Owners
You put a lot of your own blood, sweat and tears into building your business. It took significant resources to turn it into the successful venture that it is today. We’re here to make sure your financial plan works as hard as you do.
Retirees and Near-Retirees
You’ve reached that pivotal milestone in your life, when you can hand off the reins, toss out that alarm clock, and travel the world. Retirement. But what next? Did you save enough from all those years of hard work? Start or update your financial plan today, secure your assets and plan your next trip.
Generational Wealth
We are more than what we do today. Our legacies are not defined by how much we accumulate, but by the impact we have on our families, communities, and the world. We believe in Security for Generations, for your future and for those that follow.
How We Care
CLIENTS ARE A PRIORITY
Our clients are aware they are receiving the best financial services available from talented and sharp professionals that care about them, their finances, and their families. When they arrive at our door, they come to stay.
PROBLEM SOLVERS
Our mission is to improve your life, not only financially, but by embracing your values and putting relevant strategies in place using the complex interactions of investment, tax, risk management, wealth transfer and preservation. Let us design a plan for you that turns your goals into a personal plan of action.
TRUSTWORTHY
As an independent Registered Investment Advisor, we pride ourselves on honest and ethical treatment of all our clients. We carefully structured our firm to avoid conflicts of interest so that our clients know they can depend on us to put their needs first.
LISTENING AND UNDERSTANDING
Our financial approach is highly personalized, rooted in trust and two-way communication. We craft individualized solutions for clients to meet their goals, needs, and dreams.
