Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
An Investment in Your Future Self
Take advantage of this unique opportunity to enhance your financial well-being.
As a Generac employee, you have unique financial planning needs. The Generac Comprehensive Financial Counseling program provides access to a Cerity Partners Advisor that understands your complete Generac benefits package, and will work with you to build your financial future.
How do I incorporate Generac’s stock price increase into my overall financial plan? Should I participate in Generac’s employee stock purchase plan? How do I maximize my 401(k)? How do I best manage my restricted stock units and options? Am I invested appropriately? How much will I owe in taxes?
These are common questions. Fortunately, you don’t have to try and answer these questions by yourself. Cerity Partners is here to help.
When you participate in the Generac Comprehensive Financial Counseling program, you’re assigned a dedicated Cerity Partners advisor who can answer your questions. Working together, you will create and implement a fully-integrated plan that helps maximize your resources and minimize taxes.
Here’s a small sample of the assistance you can receive to help make sound decisions:
Talk to a Generac Advisor
With the proper planning, your Cerity Partners team can help propel you towards the future you envision.
We partner with you to understand your financial priorities and create a comprehensive strategy that will help you preserve, grow and protect your wealth.
Relationship Partner for Generac Kate Kennedy introduces the Generac Comprehensive Financial Counseling Program. Watch our introductory video or read our brochure to learn more.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
Curious about learning more? Let’s talk.