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.
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.
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It’s a bittersweet feeling when your children spread their wings and leave the nest. As they venture into the world to pursue their dreams, it’s time for you to take stock of your financial situation and make some strategic moves. With retirement likely right around the corner, the upcoming years are crucial to ensure you enjoy your golden years.
Read More »Securities and Advisory services offered through Cetera Advisor Networks LLC, Member FINRA, SIPC. Cetera Advisor Networks LLC is not an affiliate of Genisys Investment Services, a division of Genisys Credit Union.
Mutual funds, annuities and other investments available through Cetera Advisor Networks are not insured by the FDIC, NCUSIF or any federal government agency, are not deposits, or obligations of nor guaranteed by Genisys Credit Union, or any other affiliated entity. Investments are subject to investment risks including loss of principal invested.
To Check the backgrounds of these investment representatives please visit FINRA's BrokerCheck.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the state and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the Representative(s) listed on the site, visit the Cetera Advisor networks LLC site at www.ceteraadvisornetworks.com
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