Making Your Future a Success

We have years of experience helping clients vastly improve their financial outcomes through charitable giving. This applies whether you are currently giving, planning to increase giving, or planning to set aside a portion of revenues to give for the first time. This represents a paradigm shift in charitable giving. Most everyone wants to support charitable causes. Never has it been so financially beneficial to support nonprofits in their quests to solve the difficult problems facing our society.

For businesses our value proposition is simple:

Commission Commonwealth Genesis to design and create a custom Symbiotic Genesis Trust™ for your corporation, and your business will  execute all future transactions, be it Mergers and/or Acquisitions, liquidation of assets, liquidation of investments and other favorable business transactions in a tax advantaged manner. This includes business ventures currently in the pipeline, depending on your timing.

If your business has been systematically giving to nonprofits, simply allow us to restructure those contributions through your Symbiotic Genesis Trust™ to receive these unusually generous benefits.

If your business does not currently have a systematic nonprofit contribution plan, allow Commonwealth Genesis to design a plan through your custom Symbiotic Genesis Trust™ and your benefits will substantially outweigh your contributions.

Our approach primarily centers on reimagining charitable giving through our two proprietary Trusts: 

- Symbiotic Genesis Trust™ . The Mothership of a unique Collective, which provides comprehensive solutions to most any aspect of the Financial Planning process, while providing new financial benefits, previously unavailable.

- Symbiotic Trust™ . Feeds into the Mothership Trust. This Trust provides much of the comprehensive benefits, but with a less complex set-up.

Advanced consultation will determine which is best for you.

We can promise, our approach and solutions are unique to Commonwealth Genesis. More unique than you can imagine. However, our solutions are quite simple to understand, though outside the box, and substantially more prosperous than your usual choices.

Remember: We Make Giving Worth Giving.

---- LIFE INSURANCE IS MUCH MORE THAN YOU THINK ----

Though our specialty is in developing optimum outcomes for Charitable contributions, for both the giver and receiver, we also have a particular expertise in the application of Life Insurance..

The overwhelming majority of us have the wrong life insurance. This is particularly the case with corporations. Most do not realize life insurance can be designed and applied in a manner, which provides for every major dollar spent, to literally grow back. What if every major dollar you spent from 10 years back and every year before, grew back into your bank account?. How significantly would that change your financial outlook? 

Commonwealth Genesis can design and implement life insurance policies to perform in this manner, for businesses and individuals alike.

Ask us how our unique financial services approach can help with the following:

• Business planning - Execute major transactions in the most tax advantaged manner. Our Cash Flow Management approach is second to none: Major expenditures will literally self-replenish (grow back). Provide a substantial, positive charitable  footprint which will last into perpetuity. Substantially improve Key Man and Executive Bonuses for, both, the individuals and businesses.
• Financial planning - Improve your Financial Positioning far beyond its current place, while choosing Protection Planning and Tax Planning options you never knew existed. Protect your assets including your money, from creditors and lawsuits, while accumulating assets and growth in the most tax advantaged manner.
• Investment advice - A true paradigm shift. We do not interfere in your current investment activities or strategies. To be clear, we do not trade securities. How and with whom you invest will not change. What we do is provide you with an instrument which will protect your investments in the most unique manner: If your ventures fail or if the market crashes, your investment will grow back, independent of where you placed the investment. If the ventures are successful or the market is profitable, your money will STILL grow back.
• Retirement planning - The biggest fear for retirees is having more life than money, as most will outlive the funds they set aside for retirement. Our solution, structure and instruments will provide for you to never outlive your retirement. Additionally, you will be able to access more of your funds, but actually have more when you leave this earth, than when your retirement began. You will also leave far more to your next generations.
• Education funding - Save for college without fear of your child receiving scholarships, which puts the college savings in danger of taxes and penalties. With our approach, the funds spent for college would literally grow back within 10 years....just in time for your child to purchase their first home! This particular Education Plan pre-funds education for the next two generations.
• Estate planning - We will safeguard your assets from public view. We will also provide the ultimate in Estate Liquidity, Succession Planning, Minor Children, Generation Skipping, Capital Transfer and especially, Special Needs Dependents.
• ALL YOUR LIFE INSURANCE NEEDS - Most of us believe Life Insurance is Life Insurance. You could not be more wrong. As a result, most of us have the wrong life insurance. This has far reaching and often times devastating effects on the very people and entities we are trying to protect. This is true for most all individuals, but also equally true for most all businesses. As an example the overwhelming  majority of corporations establish Key Man policies, but especially Executive Bonuses with the absolute wrong policies. Life insurance along with a Symbiotic Genesis Trust™ will provide solutions and solve problems you never imagined, with no net costs to you, if you give it a little time. We will also provide benefits previously unavailable or thought possible. Most of the above bullets points include strategies and plans which involve these two instruments. I am sure you will agree, many of the above solutions are indeed unique. Meet with us to find out even more uses provided by our unique instruments and approaches to some of life's most difficult problems.

We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.