Our Services

Like everyone, you have hopes, dreams, and goals for yourself and your family. Financial planning is the process of wisely managing your finances so that you have a higher probability of achieving your dreams and goals—while at the same time helping you navigate the financial challenges that will inevitably arise throughout your life. As a boutique wealth management firm, our advice is client-centric, objective, and based on time-tested strategies. Below are a few of the areas where we bring value to our clients.

Retirement Planning

Whether you are approaching retirement, transitioning into retirement, or currently retired, our team of CERTIFIED FINANCIAL PLANNERS at The Gensler Group can help you optimize your financial plan. Retirement goal setting is our starting point and from here, we help our clients navigate IRA contributions and Roth conversions as well as employer sponsored plans and self-employed retirement plans. We help you transition from running your businesses to enjoying retirement. We manage your RMD withdrawal strategies, and as well as Social Security and Medicare optimization.

Investment Planning

Spend more time doing the things you love while resting assured that you’ve placed your trust into competent hands. It is our mission to help you reach your life goals through ongoing, diligent oversight of your retirement savings. We help you make the most of your money by building and managing a portfolio that best suits your needs. Our advisors will examine all the possible variables and then craft a customized investment strategy.

Income Tax Planning

Taxes can have a major impact on your financial wellbeing. We will work with you to create a tax planning strategy that is tailored to your unique circumstances. Our advisors are well-versed in taxation and can help you determine the most tax-efficient methods available during the accumulation or distribution of your assets. We strive to achieve efficient and effective tax planning through an in-depth knowledge of your unique financial situation. We work with you to determine the best strategy and timing to achieve the most beneficial outcome for you and your family.

Estate Planning & Charitable Giving

Estate planning can help you take control of the issues that matter most to you. From the basics of estate planning and charitable giving to the more complex situations, we can guide you through the maze of opportunities. Your financial objectives and priorities are important to us, so working with you to identify them and then managing the plan accordingly is one of our top priorities. No matter what your objectives are, we can identify strategies to help you achieve your estate planning goals.

Risk Management, Insurance & Assistance to Loved Ones

Risk management is all about making sure you are protected from unforeseen events that happen in life. For instance, we all have homeowner’s insurance to protect us financially should our homes burn down and auto insurance in case we’re in a car accident. At The Gensler Group, we help our clients determine if they have the appropriate amount of protection in place. We can offer assistance and direction with a wide array of insurance needs, including life insurance, long term care, disability, health, and personal liability insurance. Our ultimate goal is to help assure that your financial risks are properly mitigated.

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