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The Need for Financial Planning*

It’s very common for complex financial issues or problems to occur in each of our lives, and many of us don’t know where to begin in solving them. How we address these important issues will likely have a significant impact in determining the quality of our lives, and the lives of our loved ones. Unfortunately, far too many folks choose to ignore their financial problems and shortcomings until it’s too late to make a positive change. 

We believe that the most important step you can take to address your financial concerns is to be proactive and begin developing a plan. A comprehensive financial plan serves as the framework for organizing the pieces of the puzzle, and helps balance competing financial priorities with available resources. With the proper plan in place, you'll be better able to focus in on your goals, and understand what it will take to achieve them!

Best of all, you'll feel more confident that your financial life is headed in the right direction, and that Gennuso Financial Group is ready and available to help whenever you need us! At Gennuso Financial Group, we work closely with our clients- all with unique needs and goals- to create, implement, and manage comprehensive plans and help achieve financial success. 

Gennuso Financial Group’s comprehensive process will help you:

  • Establish and prioritize your unique set of financial goals, and time frames for achieving these goals
  • Develop a clear picture of your current financial situation by reviewing your cash flow and budget, assets & liabilities
  • Evaluate your insurance coverage, investment portfolio, retirement plan, and estate plan.
  • Implement strategies to address your current financial weaknesses, and build on your financial strengths
  • Select specific products & services that are customized to help meet your unique set of financial objectives
  • Monitor your plan on an ongoing basis, making adjustments as your goals, time frames, or circumstances change