Founded in 2009 by Loren Rex, Generations Financial Planning was designed to help a select group of families achieve their life goals and secure their futures. We remain true to the vision by putting our clients’ needs first, always.
Today, Loren works with Erik Smith and their assistant, Carrie Fuce to help families like yours invest for the future, for what’s important to you. We accomplish this as Registered Representatives, with Securities offered through Cambridge Investment Research, Inc., an independent, privately owned broker-dealer with assets of $53.4 billion under management.
Every day our team works with our clients to help bring their dreams and goals within reach.
As an independent wealth management firm, our sole focus is serving our clients’ needs. At Generations Financial we have no obligations to financial products or house brands, which frees our experts to offer sound advice and services they deem best for our clients.
We are driven to do the best job possible, as a true wealth manager. We do more than just manage our clients investment portfolios. We examine all parts of their financial life including retirement planning, life goals, estate planning, and much more!