Bill Kinkel
Investment Advisor Representative
Genesis Wealth Management Group, LLC
Independent. Unbiased. Focused on You.
Genesis Wealth Management Group is a locally owned, independent, Registered Investment Advisor. Our independence from corporate interests allows us to focus solely on your best interests, fostering a client-centric approach to financial planning and investment management.
Unbiased Advice:
- No proprietary investment products, ensuring recommendations that serve your best interests without conflicts.
Flexibility and Customization:
- The freedom to choose from a wide range of investment products and services for more tailored financial solutions.
Comprehensive Financial Planning:
- Partnered with Certified Financial Planners, we consider all aspects of your financial picture, including investment management, retirement planning, tax strategies, estate planning, and risk management.
Personalized Service:
- Tailored financial planning and investment strategies focused on your unique goals and needs.
Transparent Fee Structure:
- A fee-based model provides clear and transparent pricing without hidden fees or commissions.
Long-Term Relationships:
- Building long-term relationships with continuity and a deep understanding of your financial history and goals.
Fiduciary Duty:
- Legally obligated to act in your best interest, ensuring a higher level of trust and accountability.
Fee-based financial planning and investment advisory services through Genesis Wealth Management Group, LLC, a Registered Investment Advisor in the State of Illinois. Investing involves risk, including loss of principal. Being registered as an investment advisor does not imply a certain level of skill or training. Insurance Products and Services when applicable are offered through Genesis Financial Group, Inc
At Genesis Wealth Management Group, Bill Kinkel partners with a team of Certified Financial Planners to work closely with individuals, families, and business owners in developing personalized financial plans for retirement, wealth management, and overall financial security.
Bill Kinkel
Genesis Wealth Management Group, LLC
Registered Investment Advisor
Get Retirement Ready. We can help.
We can create a comprehensive financial plan for you. We help you identify and prioritize your financial goals. Then we look for opportunities to achieve your goals. Guiding you through important decisions before and after retirement.
When was the last time you reexamined the risk levels in your retirement portfolio?
Watch my Risk Exposure & Assessment video then take the Color of Money Risk Analysis.
LATEST NEWS
IRA or 401k?
IRA or 401(k)? Know the key differences between these two popular retirement plans to ensure you are saving in the right account Individual retirement accounts (IRAs) and 401(k) s share a lot of similarities. They are both retirement plans. They both can help you lower your tax bill today, [...]
When to Apply for Social Security Benefits
With the demise of guaranteed pensions, and in light of the risks you face in managing your own retirement assets, maximizing Social Security becomes a critical part of retirement planning. HOW CLAIMING AGE AFFECTS THE INCOME STREAM One of the most important decisions a retiree faces is when to [...]
Secure Act 2.0: IMPACT ON RETIREMENT PLANS AND HELPING AMERICANS SAVE
Secure Act 2.0: IMPACT ON RETIREMENT PLANS AND HELPING AMERICANS SAVE The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was broad legislation aimed at employer-sponsored plans and brought significant change to retirement savings plans. The SECURE 2.0 Act provisions enacted on December 29, 2022, do [...]
Key Differences Between a Roth 401(k) and a Roth IRA
Roth 401(k)s and Roth IRAs share the goal of tax-free distributions of earnings. But while both accounts are funded with amounts that have already been taxed, the path to that tax-free goal is paved with different rules for each of these two types of accounts. As you consider your [...]
Essential Tax Tips for IRAs
Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it’s best to avoid mistakes in the first place. Here’s what you need to know. IRAs [...]
Contact
Bill Kinkel – Investment Advisor Representative
Fee-based financial planning and advisory services are offered by Genesis Wealth Management Group, LLC, an Independent Registered Investment Advisor.
Genesis Wealth Management Group, LLC
1 Terminal Drive Ste A
East Alton, IL 62024
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Phone:
618-368-2100 Ext. 4
Email:
[email protected]
Proud Member
Discover the Benefits of Enhanced Planning
Workshop Details
Date and Time:
6 PM | Thursday, October 24, 2024
1 PM | Monday, October 28, 2024
Location:
Bethalto Senior Citizen Center
100 E Central Street
Bethalto, IL 62010
Learn How Enhanced Planning May Help You:
- Transfer assets efficiently.
- Reduce taxes.
- Leave a legacy.
- Preserve family harmony.
Reserve Your Seat
Reservations for this workshop are limited.
Note: We do not provide legal or tax advice. You are encouraged to seek legal counsel regarding the implementation of workshop material.
Genesis Wealth Management Group, LLC is a registered investment advisor in the state of Illinois. Insurance products and services are offered through Genesis Financial Group, Inc.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Genesis Wealth Management Group, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Genesis Wealth Management Group, LLC an Investment Advisor in the State of Illinois. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Genesis Insurance & Financial Advisors, LLC and Genesis Financial Group, Inc., affiliated companies.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Illinois or where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
Links to Other Sites – The inclusion of any link is not an endorsement of any products or services by Genesis Wealth Management Group, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Genesis Wealth Management Group, LLC, nor any agency, officer, or employee of the Genesis Wealth Management Group, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.