Genesis Insurance Group has a separate division, Genesis Planning Group, that focuses solely on working with local businesses to maximize their potential and plan for the future. We realized a need in the marketplace for a planning firm that could provide the resources and contacts of a large national firm while providing the personalized service and attention that only a small firm can.


Some of the areas that Genesis Planning Group may be able to help your business include:

Business Acquisitions and Mergers
Key Employee Incentive Planning
Succession Planning
Efficiency Training and Leadership Coaching
Negotiations, Workouts, and Restructuring
Corporate and Personal Tax Advice