Your Legacy Starts Now.
Welcome to Generational Finance Group, where your financial future is our priority. We specialize in providing tailored wealth management services for high-net-worth individuals and families, independent business owners, and those planning for a secure and prosperous retirement. With a focus on preserving and growing your assets across generations, our approach combines personalized strategies and independent professionalism to help you navigate today’s complex financial landscape. Whether you're protecting family wealth, planning for business succession, or securing a comfortable retirement, we are here to guide you every step of the way.
Let’s build your legacy, together.
Advanced Planning for What Matters Most
Our approach is built on a "human-first" philosophy that prioritizes your family's vision over simple asset management. We serve as your dedicated strategic partner, proactively handling the financial "mess" and complexity so you can remain focused on your life and business.
This is the foundation of everything we do. A deep understanding of your full financial picture is essential before making any meaningful recommendations around how your money should be invested or protected. Our preferred approach with new clients is to begin with a comprehensive financial plan. While we do offer planning-only services, most of our clients choose to work with us for both financial planning and investment management.
Each year, we request and review our clients’ tax returns to run a personalized analysis and provide strategic insights. This process is a critical part of our planning approach, with a focus on minimizing your lifetime tax bill—not just this year’s. Proactive tax planning can create significant long-term value, and we’re committed to helping clients take advantage of every opportunity.
While we’re not attorneys—and attorneys aren’t financial advisers for a reason—we bring a different and equally critical perspective to the estate planning process. Our role is to help clients think through the financial, emotional, and generational considerations before they step into an estate planner’s office. By walking through the thought process and key facts ahead of time, we help ensure your estate and trust plan is built on a clear, well-informed foundation.
Protecting a business and planning for its future—whether through succession, transition, or next-generation leadership—isn’t just something we advise on; it’s something we’ve personally lived. We bring both experience and empathy to the table, backed by a strong network of specialized resources. Our team helps business owners navigate complex decisions with clarity and confidence, so they can focus on what matters most: building a lasting legacy.
Protect what matters most with tailored insurance strategies. Similar to our investment approach, we use an open-architecture platform that allows our dedicated insurance team to shop the market for the best products and pricing. Whether it’s for pure protection, legacy planning, or income planning, life insurance can serve a variety of important purposes. Our experienced team works alongside us to ensure your insurance needs are thoughtfully and thoroughly addressed.
We work alongside a dedicated team of specialists to support various aspects of your insurance planning—from long-term care and life insurance to disability coverage—ensuring comprehensive protection at every stage.
Meet Your Advisor:
Kyle Hackney
For nearly a decade, I’ve had the privilege of guiding individuals and families through the complexities of wealth management. As part of the MC advanced planning team, I specialize in crafting comprehensive strategies that go beyond financial growth, helping my clients secure a fulfilling retirement while creating a lasting legacy for generations to come.
Wealth isn’t just about numbers; it’s about impact. I believe that financial success should empower you to live with purpose, support the people you love, and shape the future in meaningful ways. As a husband and father, this philosophy isn’t just professional, it’s deeply personal.
Outside of the office, you’ll find me adventuring with my family, soaking up sunshine on beach trips, or working to shave strokes off my golf game (still chasing that elusive sub-80 round). I’m passionate about staying active, whether it’s a tough workout, time outdoors, or exploring new places with the people I love.
If you’re looking for a strategic partner who understands the importance of legacy, long-term vision, and living life with intention, let’s start a conversation.
Want More Information?
Whether you have questions, need advice, or want to discuss your financial goals, we are here to help! Please provide your email and any questions you have, and one of our dedicated team members will follow up to schedule a consultation.
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