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About Us

About Our Firm


Our Primary Purpose

We are Genesis Wealth Planning, LLC a client relationship group of Consolidated Planning, Inc. We strive to provide comprehensive wealth management services for every stage of your journey. Through a collaborative process, we help maximize the Client’s potential for meeting life goals through financial advice that integrates relevant elements of the Client’s personal and financial circumstances.

Our business is relationship-focused and we take this seriously. Because of this, our team makes every effort to build on those relationships in an effort to provide a client experience that provides you with the confidence that you are working with the right firm.

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our Approach

Our Approach

You never have to go it alone. We approach every client with a blank slate. No preconceived notions of what you need because of what you look like or how much money you have. We understand that everyone is different — and will need a different set of strategies for reaching their financial goals with confidence.

How we approach insurance. Let’s be honest. There are lots of insurance products out there. But, chances are, most of them aren’t right for you. When you sit down with us, we’ll make sure you understand how different types of insurance policies work, how much they cost and why (or why not) they may fit your needs. With no hard sells or complicated jargon. 

How we approach investing. If investing were easy, anyone would be able to make a killing on the stock market. But it’s not. Doing it right takes plenty of hard work and discipline. Not to mention a thorough understanding of investing principles and financial markets. Which is precisely what we bring to bear when we help you come up with a sound investment strategy.

How we approach retirement. Only 23% of workers say they’re very confident about saving enough for a comfortable retirement.* Our job is to make sure you’re one of them. We’ll help you understand how much you should be saving, how you should be investing, and what you might expect to have when you’re ready to stop working. Because the best way to find your way to a successful retirement is to make sure your eyes are wide open.

*Source: Employee Benefit Research Institute’s annual Retirement Confidence Survey, January 2019.

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