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Helping a Select Group of Families Achieve their Life Goals

Servicing Southwest Michigan and clients nationwide, helping you make the right choices. We understand that the complexities of the Markets and Financial Vehicles can be daunting. Our combined experience of 19 years can help you plan and prepare for your life’s goals.

Wealth Management

Generations Financial Planning and Wealth Management offers comprehensive financial planning to our clients. Our team follows the Six Steps of the Financial Planning Process:

Our Team

Loren Rex founded Generations Financial Planning in 2009 to help a select group of families achieve their life goals and to feel confident about their futures. We put our clients’ needs first, always.

Get in Touch with Us

  • 77 E Michigan Ave, Suite 140 Battle Creek, MI 49017
  • Tel: 269-441-4091
  • Fax: 269-441-4093
  • Email: lrex@genfinplan.com

Our Process

Discovery & Fact Finding

The first step in our process is an initial meeting during which we gather an inclusive picture of you and/or your family’s financial situation and tolerance for risk.

Advise & Implement

We will present a financial plan and/or investment recommendations and review this together, answering any questions you may have, as well as potentially making changes based upon your feedback.

Guidance

We understand that you are busy with work, family, and life in general. We expect to be a part of major life financial decisions and will continually monitor your investments and financial plan, as well as be available for consulting.