My journey is about helping create promising paths. I believe in putting the needs of clients first – always. I am a wealth advisor. Away from the office, I enjoy spending time with my family and volunteering as a trustee and praise team member for my church.
Generations Financial Planning & Wealth Management is located in Battle Creek, Michigan. I founded our firm in 2009 to help a select group of families achieve their life goals and to feel confident about their futures. We are steadfastly committed to serving clients solely in their best interests. Collectively, we bring our 20 years of experience together to provide comprehensive financial planning to clients in Southwest Michigan and nationwide.
We are an independent, comprehensive financial firm providing services in investment management, life insurance, long-term care insurance, and annuities. Our team uses a holistic approach to help our clients create an enduring financial plan including guidance with their savings, risks, lifetime income needs, and wealth protection. We evaluate our clients’ entire financial situation and create a plan for addressing their goals and needs. The needs and goals of clients evolve, as does the investment climate, which is why we monitor plans closely to make timely adjustments. We take an active role in investment management, blending strategies to help clients reach their long-term investment objectives and minimize downside risk.
We understand the complexities of the markets and financial vehicles can be daunting. Our team enjoys working with clients to simplify complex ideas and help bring their dreams and goals within reach.
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Loren Rex, CFP®, AIF®, Founder & President – Generations Financial Planning & Wealth Management. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Generations Financial Planning & Wealth Management are not affiliated. Cambridge does not provide tax or legal advice.