Secure your future with expert financial planning.
Achieve financial freedom with Genuine Wealth Solutions.
✓ Financial planning that’s uniquely for you.
✓ Finally, focus on what matters most.
✓ Meticulous financial preparation by an expert.
At Genuine Wealth Solutions, we provide authentic financial guidance designed to empower you with purposeful control of your time.
We help our clients make the right financial decisions.
We are dedicated to transforming your doubts into confidence and ensuring your financial plan is robust, adaptable, and tailored to your dreams so you can live your life with purpose.
I’m Shawn, and I guide people like you to a wealthy life.
My experience as a financial planner has built my belief that wealth is more than just how much you have saved, what you drive, or the square footage of your home. Wealth is freedom from uncertainty and the purposeful control of our most precious resource, time.
I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest.
So, whether you’re near or in retirement, or in the midst of your career, take control of your future with confidence so that you can enjoy today.
You deserve this.
Let’s achieve your financial success together.
Shawn Perkins, CFP® & Owner
We keep our clients…
Informed
Gain a holistic understanding of your finances with our Fee-Only Comprehensive Financial Planning Service and enjoy peace of mind knowing that every aspect of your wealth is carefully managed and aligned with your life goals.
Involved
Stay involved in your financial journey with regular communication from us so you can enjoy the comfort of being in the loop, ensuring that your financial decisions are always made with the latest, most relevant information.
Inspired
Set and reach meaningful financial goals with a personalized financial plan, and embrace the satisfaction that comes from achieving your financial objectives, thus enhancing your overall quality of life.
The Genuine Wealth Method
Step 1:
Explore and Understand
Begin your journey with a personal discovery session. We'll carefully understand your financial goals, current status, and what makes you you. This is where we lay the groundwork for your financial future.
Step 2:
Growth and Guidance
With your goals in mind, watch as we cultivate a tailored financial strategy where we meticulously attend to every detail of your plan.
Step 3:
Reap the Rewards
With the complexities of financial planning taken care of, you can relax and enjoy the vibrant life you've created and experience the peace and satisfaction of a well-planned financial future.
Let's build your wealthy life today. Your dream financial future is just a conversation away
We help build the ultimate measure of wealth, purposeful control of your time.
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Our tailored strategies for retirement needs can help you enjoy the peace of mind knowing your retirement is meticulously planned for stability and fulfillment.
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Strategic growth of your investments helps you feel secure knowing your future is being managed for long-term prosperity and resilience.
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Securing a reliable post-retirement income stream helps you experience the confidence that comes from having a steady and predictable income in your retirement years.
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Efficient tax strategies before and during retirement will help you maximize your savings and reduce unnecessary tax burdens, allowing more funds to be available to accomplish your goals.
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Preparedness for healthcare costs helps you avoid stress related to unexpected healthcare expenses by having a proactive plan in place.
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Secure a meaningful transfer of wealth to ensure your legacy is preserved and passed on according to your wishes, providing security for your loved ones.
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Maximizing Social Security benefits helps you enhance your financial resources during retirement, giving you peace of mind that you are getting the most out of these benefits.
Our insights on life, investing, and the benefits of smart finance.
The Genuine Observer
We genuinely understand your concerns.
At Genuine Wealth Solutions, we're here to address any concerns and guide you confidently on your financial journey.
How can I trust the advice you’ll provide?
Trust is the cornerstone of our relationship with you. As a Certified Financial Planner, I bring not only a wealth of knowledge but a fiduciary commitment to honesty and integrity. Our approach is backed by years of experience and a clear, results-driven methodology. Learn more about us.
Is hiring a financial planner worth the cost?
While it's true that quality financial planning comes with a cost, it's an investment in your future. Consider the alternative costs of uninformed decisions or missed opportunities. Our transparent fee structure ensures you understand the value you're receiving—comprehensive, conflict-free advice that safeguards and grows your wealth over time. Learn more about our services and pricing.
Will your financial strategies work for me?
Doubts about whether our services will work for you are natural. However, our track record speaks for itself. With a diverse range of clients, each with unique needs and goals, we've consistently delivered tailored strategies that work. We’ve helped hundreds of individuals and families achieve financial success. Learn more about how we invest our clients’ savings.
How can I fit financial planning into my busy schedule?
We understand that your time is precious. That's why we've streamlined our process to be efficient and effective, breaking down your financial planning journey into manageable steps. We respect your time, ensuring each interaction is focused, productive, and tailored to fit seamlessly into your life. Schedule a risk-free consultation to see if we’re a good fit.
Don’t leave your future to chance.
Did you know?
61% of Americans find preparing for retirement stressful. (1)
52% aren’t on track for retirement, requiring adjustments to their retirement lifestyle. (2)
72% of Americans reported feeling stressed about money within the past month. (3)
About 63% of Americans hire a financial planner to manage their finances. (4)
Only about 29% of financial advisors in the United States are CFP® professionals (5)
Join those who plan ahead and hire a dedicated CFP® financial planner at Genuine Wealth Solutions.
Secure Your Tomorrow Today
The risk of inaction is a future not fully realized. Avoid financial uncertainty and the regret of missed opportunities.
✓ Achieve the fulfilling life you deserve.
✓ Build a legacy that extends beyond wealth.
✓ Take back control of your time with serenity and stability.