Education Planning

Plan For Your Kid(s) Future!

The gift of higher education is the most life-changing gift an investor can make for their children or grandchildren. At Genesis Financial Group we have found that there are strategies that can help our clients save more effectively for a college experience. Most parents want to provide higher education for the children, but where to start?

A well-built education plan allows our team to model the needs for a child's education goal. The models even account for which institution your child may want to attend.

By combining our scenario and modeling capabilities with the investment techniques we use to help investor's with their other goals, Genesis Financial Group has the ability to partner with families and work towards realizing the goal of higher education.

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