GenFinity Wealth Management

GenFinity Wealth Management We help our clients put all of the pieces of the financial puzzle together as their life evolves into retirement. Securities offered through LPL Financial.

GenFinity Wealth Management is an SEC registered investment advisor. Member FINRA/SIPC. www.finra.org www.sipc.org

Investment advice offered through Cornerstone Wealth Management, DBA GenFinity Wealth Management, a Registered Investment Advisor. Cornerstone Wealth Management, GenFinity Wealth Management and LPL Financial are separate entities. Third party posts found on this profile do not reflec

t the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.mygenfinitywealth.com

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. ...
09/01/2026

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. Every family's situation is different. If you have questions about what college savings options might make sense for your household, reach out. That's exactly what we're here for.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
09/01/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
08/27/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
08/25/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

A special needs trust can help care for a special needs child, even after you’re gone.
08/20/2026

A special needs trust can help care for a special needs child, even after you’re gone.

How much could you receive from Social Security? Here’s what to expect.
08/18/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

What is it about August?
08/17/2026

What is it about August?

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
08/13/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

🎒📚 Back to School! 🍎✏️Hey everyone! As the summer sun begins to set, it's time to trade in those flip-flops for some fre...
08/12/2026

🎒📚 Back to School! 🍎✏️

Hey everyone! As the summer sun begins to set, it's time to trade in those flip-flops for some fresh kicks and head back to school. Whether you're starting a new grade, meeting new teachers, or reuniting with friends, this school year is your blank canvas. Let's fill it with laughter, learning, and unforgettable memories. Remember, every day is a new adventure waiting to unfold. Wishing you all a fantastic and successful school year ahead!

🌟

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
08/11/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Address

1451 High Street, Suite 215
Washington, MO
63090

Telephone

+16364890821

Website

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