Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, and relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
In the News
Gary Christian
Founder and Owner
Gary Christian, founder and owner of Integrity Financial Group South West LLC, entered the insurance business in 1982 and has won numerous awards as a top agent for many insurance companies, has been an agency director, and belongs to the National Association of Insurance and Financial Advisers.
Gary has been assisting Arizona retirees with their financial planning since 1985. He became aware of the options available to baby boomers and decided to focus on those applying for social security as well as established retirees. He is dedicated to finding the best product for each individual situation. His annual follow-up shows that his commitment to his clients goes beyond the initial financial plan.
Gary was raised on a farm in North Dakota, which his grandfather homesteaded in 1907. On that farm, Gary learned the principles of hard work and trust which he still goes by today.
He is the proud father of a son who served in the Marines, retired from the Coast Guard, and is an engineer for a shipbuilding company, and a daughter who, after being a teacher, is a self-employed mid-wife. He has six grandchildren and two great-grandchildren. Gary is very active in
his church.
Cindy Montana
Estate Planning Specialist
Genesis Financial Group, LLC. offers complete estate planning document preparation services. Operating since 1990, we have assisted Arizona residents in accomplishing their estate planning objectives. We take great pride in our field of specialization, as each family’s goals and ambitions are unique and require specific planning.
We believe that to sustain our valued reputation, we need to maintain contact with our clients not simply at the point of the estate plan implementation, but throughout their lifetimes. This kind of service also includes assisting the Successor Trustees as well as the beneficiaries in understanding their roles and responsibilities. We consistently receive referral business, which we consider to be the utmost compliment since it is a reflection of the excellent service we provide.
Cindy Montana, as the founder and CEO of Genesis Financial Group, LLC, will meet with each client personally and places significant importance on relationships. It is the goal of our company to preserve the assets for which each client has worked so hard.
Vallon Formalejo
Reverse Mortgage Specialist
Vallon has been a trusted source in lending for over 16 years assisting homeowners in the Valley achieve their ultimate financial goals and their visions for a better retirement. Her clients are treated with the utmost respect, the highest level of integrity, and unsurpassed service.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.