Financial ToolsRBSupport2026-01-16T12:15:34-06:00

Financial Tools

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Right Capital Express Financial Planning Software

Below are financial planning tools and downloadable worksheets designed to help you organize your finances, set goals, and build a personalized financial plan. These resources can be used individually or together as a starting point for creating a clear, structured path forward.

An Inventory of Consumer Debt

An Inventory of Investment Holdings

Annual Cash Budget by Month

Balance Sheet

Budget Control Schedule

Estimating Disability Income Insurance Needs

Executors Checklist

Health Insurance Checklist

Income and Expense Statement

Personal Financial Goals

Projecting Retirement Income and Investment Needs

Services

Wealth & Asset Accumulation

Portfolio Analysis & Plan Review (fee-based)

Retirement Income Planning

Legacy Planning

College Planning

Business Owner & Self-Employed Planning

Our Team-Based Approach

Resources

Roth 401(k) vs Roth IRA Explained

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About Genesis Wealth Management Group, LLC

Fee-first financial guidance for families and business owners. We design plans you can understand and follow.

Genesis Wealth Management Group, LLC
1 Terminal Drive Ste A
East Alton, IL 62024

Phone: 618-368-6800
Email: bill@genesisfg.com
Schedule a Meeting: https://calendly.com/wkinkel

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.

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About Genesis Wealth Management Group, LLC