We help make your retirement an adventure worth sharing.

Our Approach

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through life's transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Who We Are. 

We are proud of our initiatives that promote financial awareness and full participation by all in the nation's economy and we have a strong commitment to our mutual community.

From our inception, our philosophy has never faltered -- whether you are a business owner, transitioning to another job, saving for retirement, or are retired, we can help you with planning for your financial freedom and pursuing your financial future.

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Discover Hidden Opportunities.

Life is filled with choices -- choices that require decisions. As concerned financial professionals with wide ranging experience in financial services, we help you make the right decisions for your own unique situations. Our basic formula is an interactive combination of planning and managing these decisions.

We provide confidential one-on-one service. We share your concerns about preserving your future, educating your children, enjoying retirement, and leaving a legacy.

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Where do you want your financial roadmap to take you?

We invite you to learn more about the benefits of First Genesis of Virginia. It is never too late to begin planning. You can count on us to be your guide and most trusted resource. We will work with you to help you determine what is important to you in your life.

We look forward to hearing from you soon!

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