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We're right here with you
Bring your career to life
Our Core Services
Here at Generational Financial Partners, we work with physicians across the country at all career stages, from residency to retirement and everything in between. Some doctors only need our help with individual services, like making sure they have the right disability policy in place, and others want more comprehensive help to make sure they’re making all the right choices to get out of debt, build up their wealth, and protect their assets.
Can you picture writing your last check and finally paying off your medical school loans? What a wonderful day that will be, and it could happen sooner than you think! Most physicians graduate with a debt load so large, it takes decades to pay off, but it doesn’t have to be that way.
Here at GenFi Partners, we can help you evaluate your student loans and run projections on a variety of repayment strategies so you can determine what the best route is for you. We’ll help you evaluate every option you have available to you, and get you on the best possible repayment plan to get you out from under it quickly.
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Portfolio Checkups & Optimization
Just like people need medical checkups from time to time, portfolios need checkups, too. Is yours performing optimally, or is there room for improvement? If you’re not sure or if you’d like a second opinion, we’d be happy to take a look and give you our unbiased feedback and recommendations.
We’ll take a look at how your resources are working for you, and if there are any areas of concern to address. Taking into account your personal risk tolerance and your goals, we’ll analyze each component separately to make sure you’re maximizing your growth potential.
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Short and Long Term Disability Insurance
To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses managing costs for extended periods of care and disability insurance can help create the necessary balance in a portfolio to ensure stability and protection of assets.
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Asset Protection & Life Insurance
There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.
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Wealth Management
We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerances and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.
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Retirement & Estate Planning
A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.
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Tax Minimization Strategies
Content coming soon.
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Charitable Gifting Strategies
Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your own tax advisors.
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Higher Education Planning
Content coming soon.
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Executive & Employee Benefits
The success of most businesses is tied into the talent, passion and work ethics of their key executives. Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable. We can help you with funding non-qualified plans, supplemental employee retirement plans, split dollar plans, and more.
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Budget Development
Content coming soon.
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Major Purchase Decisions
Content coming soon.
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Social Security Strategies
Content coming soon.
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Debt Management
Content coming soon.
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Business Succession
Content coming soon.
Generational Financial Partners | Helping Physicians plan for today, plan for tomorrow, plan for generations…
