Generations Planning Group

Generations Planning Group We have decades of experience in financial planning, investments, savings and business owner services Please refer to IFP Advisors LLC ADV Part 2.

As we look ahead to the next decade, it leads us to reflect on how grateful we are to have enjoyed relationships with a broad spectrum of clients, from retirees to college students. We have been fortunate to share in joyous occasions such as births, new home purchases, marriages, graduations, new jobs, new business launchings and many others! We have also been privileged to help our clients in cha

llenging times such as nursing home placements and passing away of family members. Different stages of life involve different financial decisions and offer a variety of challenges. This profession allows us to share in and celebrate the hopes and aspirations of our clients and generations to come whether we are experiencing some of the best markets ever or the effects of the recent pandemic and high inflation not seen in decades.

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC finra.org sipc.org

Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Generations Planning Group, LLC are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Reg BI Disclosure Supplement | Form CRS | Investor Pricing | Privacy Policy | Business Continuity Plan

04/25/2026
04/25/2026
04/25/2026

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Wishing you a season filled with peace, warmth, and meaningful moments. ✨Happy Holidays from all of us at Generations Pl...
12/24/2025

Wishing you a season filled with peace, warmth, and meaningful moments. ✨

Happy Holidays from all of us at Generations Planning Group.


Feeling overwhelmed by the financial system? You’re not alone.Most people are juggling bills, savings, debt, and long-te...
12/03/2025

Feeling overwhelmed by the financial system? You’re not alone.
Most people are juggling bills, savings, debt, and long-term goals without a clear roadmap — but it doesn’t have to stay that way.

✨ Take back control with 5 simple, actionable steps that bring clarity, confidence, and peace of mind into your financial life.

Whether you’re planning for the future, trying to get organized, or just wanting to feel less stressed about money, these steps will help you move forward with purpose.

Start today at www.genplangrp.com

Read our latest blog: https://genplangrp.com/2025/11/01/feeling-like-the-system-is-rigged-five-ways-to-take-better-control-of-your-finances/

Grateful for every moment, every connection, and every opportunity to support our community. 🍂🧡Happy Thanksgiving from G...
11/27/2025

Grateful for every moment, every connection, and every opportunity to support our community. 🍂🧡

Happy Thanksgiving from Generations Planning Group!

Feeling like the system is rigged? You’re not alone — but you can take back control.This November, focus on gratitude an...
11/05/2025

Feeling like the system is rigged? You’re not alone — but you can take back control.

This November, focus on gratitude and growth. Start small: track your spending, automate savings, and plan ahead for the holidays instead of letting the season run your wallet.

✨ Read our latest blog for five empowering ways to reclaim your financial confidence before year-end.
🔗 https://genplangrp.com/2025/11/01/feeling-like-the-system-is-rigged-five-ways-to-take-better-control-of-your-finances/

Address

2020 Western Avenue
Albany, NY
12203

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15183873100

Website

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