Personal financial decisions have become more complex than ever.

Mortgages, Refinancing & Equity

Personal financial decisions have become more complex than ever. At the same time, responsibility for our financial futures has increasingly shifted from government and employers to the individual. Financial mistakes can be very costly. Genesis Financial of South West Florida analyzes a client’s overall situation and formulates concrete recommendations based on individual goals and priorities, current and future resources, and personal constraints.

Have you ever wondered:

• Should I pre-pay my mortgage
  

• When can I afford to retire?
  

• Should my life insurance be owned by a trust?
  

• Are my investments performing well?
  

• Does long-term care insurance make sense for me?
  

• Do I have the right beneficiaries for my IRA and 401(k) accounts?
  

• Should I have a Roth IRA or a regular IRA?