Now Introducing Workshop

A new series of educational workshops hosted at The Gensler Group | 10am - 11am

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Learn how we can help you live the life you've always wanted.

Portfolio Stress Test

What keeps you up at night?

Will my money last throughout retirement?
Do I need long term care insurance?

Education Planning:
How much should I save?
What are my college saving options?

Life Events:
What happens to my 401K when I change jobs?
What options do I have if I am laid off?

Estate Planning:
Will my family be secure?
Can I provide for a charity when I am gone?

Take the Test

Our Award-Winning Team

Our award winning team has decades of experience in the Financial Services industry and will strive to provide you with excellent service from the moment you walk in our door.

Meet Our Team

Broker Check

Wealth Management System

Our Wealth Management System doesn’t just track your finances; it also tracks your life. Everything you need is just a mouse click away. View this brief video and get started on the pathway to the retirement you’ve always wanted.

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Watch Our Video