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Genesis Financial Group, LLC.

Building Relationships

through honesty, integrity and service

Our Goal Is to Provide You With Financial Freedom

using ethically sound retirement strategies

Helping to Grow and Protect Family Wealth

with a goal of leaving a substantial financial legacy

  • Investment Management
  • Legacy Planning
  • Tax Planning

Genesis Financial Group, Inc.

Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Genesis Financial Group, Inc.

Genesis Financial Group, Inc. provides investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Genesis Financial Group, Inc. is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

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Welcome Video

Investment Management


At Genesis Financial Group, Inc., we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon ...

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Legacy Planning


Legacy planning requires a coordinated and comprehensive approach that our firm is uniquely positioned to provide. We can help outfit your legacy plan with the insurance products it needs to protect you and your family, and our affiliated law firm can provide the estate planning solutions and documents ...

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Tax Planning


Tax planning can have a large impact on the amount of wealth you will be able to transfer to your legacy. We will help ensure that your retirement plan is tailored to utilize both tax advantaged and taxable products to help certify you and your heirs are maximizing wealth for generations to come ...

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Our Location

Genesis Financial Group, Inc.
(618) 258-4372
info@genesisfg.com
1 Terminal Drive Ste A
East Alton, IL 62024

Our Company

  • Our Company
  • Strategic Alliances
  • In The News
  • Seminars
  • Video Library
  • Contact

Our Services

  • Investment Management
  • Legacy Planning
  • Tax Planning
  • Generational Vault

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Genesis Wealth Management Group and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Genesis Wealth Management Group a Registered Investment Advisor in the State of IL. Insurance products and services are offered through Genesis Financial Group, Inc. Genesis Wealth Management Group and Genesis Financial Group, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of IL or where otherwise legally permitted. Genesis Wealth Management Group/Genesis Financial Group, Inc. and Jon Payne are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.