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Are you ready to chart a course to true financial independence?

Instead of boring spreadsheets, chart projections, and paperwork, we offer foundational financial planning services in our own proprietary process:

DREAM. DESIGN. DO.

With any of our service offerings, you’ll receive an in-depth financial plan that shows you which strategies you can use to work towards building your wealth, establish freedom, and make more of a difference. You’ll also get resources and support that evolve as much as you do.

Curious about what it'd be like?

We thought so. Here’s how our  Dream. Design. Do. process works for all of our ongoing wealth management clients:

Let’s dream

🤼 Tackle any immediate financial dilemmas
🤑 Net worth evaluation
💸 Inflows/outflows evaluation
😎 Developing your personal vision
🎯 Identifying your true life goals
💯 Uncovering your motivations
🗓 Establishing a timeline for your goals

Let's design a plan

beach with umbrella emoji⛱️ Retirement Planning
📈 Investment risk assessment & profile
💃 Tax-Efficient Investment strategy: recommendations & implementation
🌴 Retirement account assessments
✍️ Insurance Planning
🗒 Loans & Debt Assessment
🗓Customized savings plan (aka your Bucket Strategy)
✏️ Education Planning
💡 A Back-Up Life Bank plan aka “BULB” plan
🔗 Legacy planning & wealth transfer

Let's make it do

🏈 Financial Coach in your pocket
💰 Ongoing investment management
🧾 Ongoing reviews for tax-efficiency
💬 Virtual or in-person meetings at your convenience
🗺 Plan updates as your life and money change
✅ modern Systems & automations to implement
📞 Regular check-ins from our team
👨‍👩‍👧‍👧 Service for friends & family

But what’ll it “cost” me?

Is it time you leverage a customized financial plan, specialized investment strategies, and a team of CERTIFIED FINANCIAL PLANNER™ professionals?

Learn more →
Curious how the Dream. Design. Do. Framework can help you on the road to real wealth + security? Schedule your free Discovery Call so we can learn more about your situation and how our ongoing services can guide you.
Who We Are
Resources
Contact

While we work with clients nationwide, you can find us at:

Office: (337) 602-6740
Fax: (337) 602-6786

P.O. Box 188
Lake Charles, LA  70602

Supervised from:
858 Camp Street
New Orleans, LA 70130

hi@thegenerationwealth.com

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

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and dba Generation Wealth are separate entities from LPL Financial.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. 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.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, CA, CO, DE, DC, FL, GA, ID, IN, LA, MI, MS, MO, OK, TX, VA.

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