Planning for the future can be a stressful prospect, especially when finances are involved. If you want to help secure better financial opportunities for you and your family, even years down the road, Genisys offers investment planning services to help you get a handle on your finances, both in the present and in the future.
What's ahead in your financial future?
Our registered and friendly investment planning professionals can help you get on the right track toward a more financially secure future. They can help you select investment types to match your goals, including mutual funds, stocks, bonds, and other investments.
Whether you’re retired and need to manage your wealth, or you’re interested in long-term strategies, our investment planning representatives are ready to assist.
Perhaps you have an investment advisor that you’ve been working with. When’s the last time you revisited your plan or got a second opinion on the investments you hold? Or have you been acting as your own financial advisor? Couldn’t you benefit from another point of view?
It costs nothing to have an initial consultation with a Genisys Investment Services representative.
Click the Genisys Investment Services logo to learn more about our program and to find an Investment Representative to work with.
With the holiday season kicking into high gear, looking past the festive lights, joyful music, and fun-filled atmosphere can be challenging. But amidst all the excitement, there are many year-end events and deadlines that can have a significant impact on your finances.
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Welcoming a new addition to your family is a time of joy and excitement! It can also feel a bit overwhelming as you run through the list of things you must do to prepare. Aside from setting up the nursery and buying clothes, supplies, and car seats, there are also financial steps you should take to ensure a smooth transition.
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It’s no secret that the economy has seen better days. Inflation has cooled off slightly, but it is still at record highs as salaries continue lagging behind. Interest rates on large loans are also steep enough to drive many would-be borrowers away, while home and auto prices soar.
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In the world of finance, the phrase “financial independence” is tossed around frequently. The challenge is that this concept isn’t one-size-fits-all; it means different things to different people. For instance, for someone in their golden years, financial independence might signify the ability to retire comfortably without the burden of a 9-to-5 job. However, for hardworking adults, it often boils down to breaking free from the paycheck-to-paycheck grind.
Read More »Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Genisys Credit Union and Genisys Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Genisys Investment Services, and may also be employees of Genisys Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Genisys Credit Union or Genisys Investment Services. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
To Check the backgrounds of these investment representatives please visit FINRA's BrokerCheck.
