Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Daniel Levy
President, Genesis Growth LLC
Discover our specialized retirement planning services, designed to guide you towards a more fulfilling retirement lifestyle.
In the realm of retirement finances, there’s no one-size-fits-all approach. Each individual and couple has unique needs, risk thresholds, and timing preferences for their funds. Determining the “perfect place” for your retirement money is a tailored decision, meticulously adapted to your specific circumstances.
With a proven track record, we’ve assisted individuals and couples across economic spectrums in reaching their financial and long-term aspirations. Through strategic and intelligent planning, we’ve provided the tools for them to confidently embrace their retirement years and leave a legacy for their families.
I’m dedicated to empowering you, and I welcome the opportunity to help you shape a path for your future well-being.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.