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Bring all of Your Finances Together With The Help Of A Financial Planner

Creating a financial plan helps you see the big picture and set long and short-term life goals.

In today’s uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult.

Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it’s easier to make financial decisions and stay on track to meet your goals. Working with a CFP® professional can facilitate your financial well-being, give you confidence and help you pursue financial planning success.

Some people decide to do their own financial planning, but you may want to seek help from a Certified Financial Planner™ professional if you:

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  • Want to better manage your finances, but aren’t sure where to start
  • Don’t have time to do your own financial planning
  • Want a professional opinion about the plan you’ve developed
  • Don’t have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
  • Have an immediate need or unexpected life event

Located in the heart of Maplewood Village, the financial planners at The GenWealth Group are committed to helping those in the local community with their financial affairs. We’d love for you to reach out for a consultation. No cost or commitments. Just a conversation to understand your situation and offer guidance on how we might be able to help.

Retirement · Budgeting · Tax Planning ·

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Investment Services · Estate Planning · Insurance

Bring your finances together with the help of a local CFP® professional.

Braden Schipke, CFP® and Michael Leanza, CFP®

The GenWealth Group

6 Inwood Place, Maplewood, NJ 07040

Tel. (973) 761-0400

www.thegenwealthgroup.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S. Benefits of Financial Planning Copyright ©2015, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission. Securities offered through LPL Financial. Member FINRA/SIPC. The GenWealth Group is a Registered Investment Advisor.

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