Generations Financial, LLC

About

Plan for today. Play for tomorrow. Plan for GENERATIONS...

Story

My father passed away in 1985 in a tragic plane crash while skydiving. My parents were young and felt invincible, why did they need planning? Unfortunately he died with no planning, no money, and no life insurance...leaving me, my brother and my mother with a struggling Chinese restaurant and a bunch of debt. It would have been a classic "Go Fund Me campaign" had it existed in 1985.

Only a few days after my father's passing, my mother quit the restaurant business to start a financial planning practice so what happened to her wouldn't happen to anyone else; 32 years later, she is still using her personal story to convey the importance of proper planning.

Partnering with my mother in 2010, we formed Generational Financial Partners, LLC (GenFi), where we provide physicians with estate planning, financial planning, retirement solutions, and risk management strategies. We build enduring relationships where we fully understand your vision, custom design strategies and solutions, and then implement those plans with impeccable service and integrity. GenFi springs from a family legacy that has made us exceptionally attuned to the importance of good planning and the lifelong benefits it can bring. We will work with you to lay the groundwork for increasing success that can be passed down the stream of generations.

Plan for today. Plan for tomorrow. Plan for GENERATIONS...

Neither GenFi, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
GenFi is not owned or operated by New York Life Insurance Company or any of its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 4720 Peachtree Industrial Blvd #5202 Norcross GA 30071. 770-559-0815.

Impressum

My father passed away in 1985 in a tragic plane crash while skydiving. My parents were young and felt invincible, why did they need planning? Unfortunately he died with no planning, no money, and no life insurance...leaving me, my brother and my mother with a struggling Chinese restaurant and a bunch of debt. It would have been a classic "Go Fund Me campaign" had it existed in 1985.

Only a few days after my father's passing, my mother quit the restaurant business to start a financial planning practice so what happened to her wouldn't happen to anyone else; 32 years later, she is still using her personal story to convey the importance of proper planning.

Partnering with my mother in 2010, we formed Generational Financial Partners, LLC (GenFi), where we provide physicians with estate planning, financial planning, retirement solutions, and risk management strategies. We build enduring relationships where we fully understand your vision, custom design strategies and solutions, and then implement those plans with impeccable service and integrity. GenFi springs from a family legacy that has made us exceptionally attuned to the importance of good planning and the lifelong benefits it can bring. We will work with you to lay the groundwork for increasing success that can be passed down the stream of generations.

Plan for today. Plan for tomorrow. Plan for GENERATIONS...

Neither GenFi, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
GenFi is not owned or operated by New York Life Insurance Company or any of its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 4720 Peachtree Industrial Blvd #5202 Norcross GA 30071. 770-559-0815.