Holistic Guidance Through All Stages of Life

Genesis Financial Group

At Genesis Financial Group of Thrivent, we believe in empowering our clients to retire happy. We provide holistic financial planning tailored to the needs of pre-retirees and retirees.

Team Intro

At Genesis Financial Group of Thrivent, we believe in empowering our clients to retire happy. We provide holistic financial planning tailored to the needs of pre-retirees and retirees.

Our story

Why Genesis Financial Group - Our Origins

Our name, “Genesis,” symbolizes new beginnings, reflecting our commitment to helping clients embark on a fresh financial journey with confidence.

Genesis Financial Group offers top wealth advice with one of Thrivent's top financial advisors in Berlin, Connecticut, and our name reflects our mission: to guide clients through new beginnings and empower them to embark on their financial journey with clarity and confidence.

Genesis Financial Group of Thrivent was founded on the following principles:

Trust
Integrity
Personalized service
Long-standing relationships

At Genesis Financial Group of Thrivent, we are honored to walk alongside you through every stage of your financial journey. Our team is built on a foundation of trust, integrity, personalized service and long‑standing relationships, and we are deeply committed to helping ensure you feel supported, educated and empowered in every decision you make.

Every client we serve represents a unique story, a new beginning and an opportunity to help shape a confident financial future. Whether you're planning for retirement, navigating life changes, or seeking clarity in your financial strategy, we approach your goals with thoughtful care and a holistic perspective tailored specifically to you.

How we work with you

Client Journey Roadmap: What to Expect at Genesis Financial Group

At Genesis Financial Group, our process is designed to ensure a thoughtful and personalized approach to your financial planning journey. Our desire is you feel cared for, educated, and empowered by our planning process.

Here is what you can expect when working with us:

Step 1: Warm Welcome and Introductory Meeting

Your journey begins with a brief, no-obligation meeting with one of our associate advisors. In this initial conversation, we’ll create a warm and inviting environment to better understand your goals and needs. This is your opportunity to share your vision, priorities, and any initial questions you may have. You will notice our style reflects not only professional, confidentiality but genuine care for your wellbeing.

Step 2: Scheduling and Data Gathering

Once we’ve connected, we will set up a Zoom or in-person appointment for a deeper dive into your financial situation. To make the most of our time together, we will gather relevant information beforehand through our secure virtual platform. This step allows us to prepare and provide tailored advice during our next meeting.

Step 3: Designing Your Personalized Financial Strategy

At this stage, we’ll decide how we can best work together to achieve your goals. Our caring, holistic approach encompasses all areas of financial planning—from dedicated planning, retirement income strategies and investment management. We can offer individualized plans for continuing care strategies to life insurance, estate planning, and tax efficiency. We have a robust team with multiple areas of expertise. Our aim is to provide clarity, confidence, and a roadmap to help you retire and live in retirement happy.

We pride ourselves on building long-term relationships with our clients.

A caring member of our team is always just a phone/email/text call away!

At Genesis Financial Group, you are not just a client—you’re part of our family.

A caring member of our team is always just a phone/email/text call away!

Let’s take the first step together! Call use at 860-828-8890 or Text (860) 846-4397