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Our Unique Financial Services At The Gensler Group, we offer comprehensive, life-centered Financial Planning as well as ongoing Investment Management.
Financial “Life” Planning
 A comprehensive, life-centered financial plan can move you closer to your most important goals. Life planning is the process of melding money with meaning, which enables people to live richer, fuller lives - personally, professionally, financially and spiritually. The Gensler Group process focuses on discovery of your true goals from the outset and then sweeps aside the money excuses that cause so many well-intentioned traditional financial plans to fail. We find that our process helps people to overcome any obstacles they may have and to truly find the freedom and self-expression they've always hoped to enjoy. In addition, it helps forge a bond of trust between client and advisor, resulting in a far richer relationship for all.. Quite simply, life planning is financial planning done right!
Our process begins with an initial life planning conversation, during which we use a series of unique questions and methodologies to explore the key issues that impact your happiness, well-being and financial security. This helps us develop a purpose-driven financial plan that not only fulfills your financial goals, but provides greater insight on how you can live a more meaningful and focused life. Our goal is not only to inspire you but to light your way. Working together, we can make your vision a reality.
Once we fully understand your vision, we can begin to craft a comprehensive financial plan which will become the cornerstone for your financial success. We collect detailed information on your investments, other assets, liabilities, insurance policies and estate planning documents.
 Read more about the kind of efforts that are generally undertaken in the preparation of a comprehensive financial plan.Investment Management
With regard to our investment philosophy, we believe in efficient markets. Some investment managers practice “active investment,” trying to time – and beat – the market. While this may seem like a reasonable, proactive approach, too often it results in costly mistakes. At The Gensler Group, our investment strategy is based on a low-cost “passive” investing approach, that is based on exhaustive financial research and science. Rather than trying to “beat the market”, we take advantage of the way markets naturally behave. We are able to define profitable asset classes, diversify investments across those asset classes and strategically rebalance client portfolios as necessary. Our Chief Investment Officer has extensive experience in developing and analyzing our asset allocation models in light of current and future economic trends.
We work most effectively with clients who have at least $500,000 in investable assets.
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI,MO, MS, MT, NC, NE, NM, NV, NY, OK, OR, PA, RI, SC, TX, UT, VA, WA, WI Financial planning services provided by The Gensler Group, a Registered Investment Advisor. Securities and asset management services offered through LPL Financial. Member FINRA/SIPC. |
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