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Text Content

410-491-4539
BrettD@Gen2Financial.com
Client Login
Menu


 * Home
 * Meet Gen 2 
   * About Us
   * The 4 Cornerstones
   * The 3 Circles of Taxation
   * Useful Links
 * Our Services 
   * Our Services
   * Fiduciary Guidance
 * Resource Center 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
 * Tools 
   * Financial "Lingo"
   * Tax Resources
 * Client Log-In
 * Schedule a Meeting

Client Login



FINANCIAL GUIDANCE, FOR THE GENERATIONS



Welcome to Gen 2 Financial!  

Financial advice can be complicated, impersonal & automated. At Gen 2 Financial,
a 2nd Generation Financial Planning Firm, we believe in professional,
transparent & comfortable financial guidance through a strong understanding of
you and your families situation, needs and wishes.




Our 3 Core Values

1) Understanding.  

A dedication to understanding your personal situation.

2) Education.

 Delivering a detailed understanding of recommendations.

3) Respect.

Fiduciary guidance for you, your family, business & you assets.   --- No matter
how big or small. ---




Whether its an appointment, phone call or even a question you've always wanted
to ask.  We're here for you.  Give us a call or ask us a question - we look
forward to connecting.

Request an Appointment


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PROFESSIONAL, PERSONAL & COMFORTABLE



"People will forget what you said, people will forget what you did, but people
will never forget how you make them feel." 

-Maya Angelou







At Gen 2 Financial, you, the client is the center of all we do, and we intend to
make you feel that from the first meeting & with every interaction. 







Schedule a Time to Talk


WHO WE WORK WITH



Helping Individuals, Families, Business Owners & Businesses


WORKING PROFESSIONALS


WORKING PROFESSIONALS

Still Actively Working?

Optimize Your Plan -- Save With a Purpose

Learn more


RETIREES


RETIREES

Retiring Soon or Retired ?

Plan For Freedom In Your Retirement Years.  Set Goals & Maximize Income!

Learn more


FAMILIES


FAMILIES

Protect Your Loved Ones

Save for Education

Leave A Legacy

Learn more


BUSINESS OWNERS


BUSINESS OWNERS

Maximize Tax Benefits

Employee Savings Plans

Succession Plannings

Learn more


SCHEDULE A MEETING!

Click Here To Contact Us

  We’ll review your personal situation, portfolio & financial trajectory to see
how we can best serve you.

Click Here To Contact Us


IS IT TIME TO REVIEW??



How does it make you feel when you open your investment statements?  When was
the last time you sat down and had a conversation about your investments, how
they are allocated and the risks involved. 

Have you:

 * -Added to your family recently
 * -Bought or sold a house
 * -Changed companies/job/career

Big life changes often require a tune-up to your financial plan!

If it has been a while - THIS IS YOUR SIGN!

With the ever changing economic conditions, make sure you are positioned best
for what is right for you.





GENERAL INVESTING & WEALTH MANAGEMENT




Portfolio Analysis, Management, Recommnedations and  Construction




Wealth-Building Strategies




Risk Tolerance Analysis

Learn more


RETIREMENT PLANNING




Retirement Goal Analysis




Optimized Income Planning




Tax Favorable Income




Guranteed Income Programs







Learn more


FAMILY & INCOME PROTECTION




Protect Your Family from the Certainty of Uncertainty.




Protect Your Most Valable Asset - Your Income

Learn more


ESTATE & LEGACY STRATEGY




Leave a Legacy for who and what means the most.

Learn more


YOUR 1ST CONSULTATION -- WHAT TO EXPECT

 * We will get to know your personal situation, gather data & determine how and
   if we can help.
 * You will get to know us as well!
 * The different ways to engage us -- pricing & fees
 * Set expectations from the 1st meeting for the 2nd
 * Set a reasonable timeline to proceed to the 2nd meeting.


3 WAYS TO ENGAGE 



STEP

1

Review & Gather Data




The more we know about you, your finances, and your goals, the better!













STEP


2


DESIGN & DEPLOY




We’ll map out a financial strategy based on your goals, time horizon, and risk
tolerance that is detailed yet easy to understand.  




STEP


3






IMPLEMENT




We’ll keep your financial plan on track with regular meetings and check-ins. 
Get to know Gen 2's industry leading accessibility as you become part of the
family!


SCHEDULE A FREE CONSULTATION



We’d love to learn more about you and your financial goals. Our form is the best
way to schedule an introductory call.

Name
Email
Address
Phone
Question
Submit
Thank you!
Oops!


CONTACT

Office: 410-491-4539

5310 NW 33rd Avenue

Suite 206

Fort Lauderdale, FL 33306

BrettD@Gen2Financial.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities and investment advisory services offered through Osaic Wealth, Inc.
member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or
marketing names, products or services referenced here are independent of Osaic
Wealth. This communication is strictly intended for individuals residing in the
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IMPORTANT CONSUMER INFORMATION
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to effect transactions in securities, or the rendering of personalized
investment advice for compensation, will not be made without first complying
with appropriate registration requirements, or an applicable exemption or
exclusion. For information concerning the licensing status or disciplinary
history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer
should contact his or her state securities law administrator.