When we begin working with new clients, we encounter many questions you may have. Our work with you can answer your most pressing financial questions and create order and direction for your financial future.

Retirement

• When can I retire?
  
• I know I haven’t saved enough. Can I catch up and retire someday?
  
• How much do I need to accumulate to retire comfortably?

When we sit down with you, we identify where you’re starting and establish a plan according to your goals and your risk level. We take all of your needs into account in determining your retirement timeline.

Financial Planning

• Can you help prepare a financial plan for me?
  
• Can you help me make sense of my financial situation?
  
• How do I pay for college expenses for my child?
  

Because Genesee Capital is an independent financial firm, we have the ability to create financial plans that reflect your needs and your needs only. We have the experience and expertise to access investments that can benefit you now and in the future without the overhead expenses of a large company. We’ve spent years helping people successfully organize their financial lives and tackle expenses that often seem overwhelming.

Investments

• The market is so volatile/high/low…. Should I wait? When should I invest?
• Are your investment recommendations customized for me, or are they the same for everyone?
• How do you identify good investments?
  

We adhere to careful, well-researched investment principles that guide our advice for you. We create diversified portfolios that match your goals while considering your risk levels, and we watch the market carefully, adjusting your investments as needed.

Cost

• How do I pay you?
  
• What is your fee? 

With transparency as one of our guiding values, we communicate all of your expenses upfront so that you know exactly what you will be paying. Fees are quoted on an annual basis, but are billed quarterly. Fees are clearly listed on your account statement.