Finance With Nance

Finance With Nance LLC

Financial Clarity. Strategic Planning. Lasting Impact.

Money is one of the most important parts of life, yet many people are left trying to navigate it alone. I make financial planning approachable, personalized, and built around what matters most to you.

Comprehensive Financial Services

A Full Spectrum of Financial Guidance

01

Financial Planning

Personalized strategies that support every stage of life — from building wealth and protecting loved ones to planning for the unexpected. We simplify complex decisions so you can move forward with confidence.

02

Wealth Strategies

Investment strategies, college funding, tax-efficient financial planning, and estate planning coordination — designed to grow and protect what you've worked hard to build.

03

Business Advisory

Business planning and protection for owners and entrepreneurs. From buy-sell agreements to key-person coverage, we help safeguard your business and the people who depend on it.

04

Retirement Planning

Comprehensive retirement and Medicare guidance. Contracted with 20+ Medicare carriers and 30+ life and annuity carriers, I help you navigate your options and choose coverage that fits your life and budget.

Why Clients Choose Finance With Nance

20+

Medicare Carriers

30+

Life & Annuity Carriers

Nationwide

Coverage

Holistic

Team-Based Approach

Nancy Genter, founder of Finance With Nance LLC

Meet Nancy Genter

A Trusted Partner in Your Financial Journey

As a financial services professional and founder of Finance With Nance LLC, I help individuals, families, and business owners create strategies that support every stage of life. What makes my approach different is that I don't simply refer clients elsewhere — I've built relationships with a trusted team of CPAs, tax strategists, estate planning attorneys, and specialists who collaborate to provide coordinated guidance.

CA License #4409013 | NM License #21318538 | VA License #1479431

Learn More About Nancy

Client Stories

What Clients Are Saying

Nancy took the time to truly understand my financial goals and the bigger picture of what I wanted for my future. She explains everything clearly, with patience and care, ensuring that I always feel confident and informed in every decision. Nancy doesn't just help with numbers — she helps bring peace of mind.

Cherylynn Voges

Owner, Voges Verified Mobile Notary Signing Services

November 2025

Take the First Step

Ready to Build a Strategy That Works for Your Life?

Whether you're just beginning your financial journey, preparing for retirement, growing a business, or creating a lasting legacy — let's talk. Your first consultation is free.

Book a Free Consultation