Helping You Navigate Your Financial Roadmap
Customized Services Tailored to Your Retirement Destination
Before setting out on any journey, you must plan and prepare. You have to make sure you have selected the best route, your vehicle is in good working order, and you have not only packed your bags but also planned for the unexpected like construction, detours and maybe a breakdown. Our comprehensive service offerings can cover your trek from start to finish, no matter what you encounter along the way. We want you to travel confidently toward your destination and be able to relax once you arrive.
401(k) Planning
Have you left retirement earnings behind when you have changed jobs? Or do you have too many uncoordinated accounts to manage? If so, we can help you round up those savings and put a plan in place so your money works for you in retirement.
Insurance Strategies
We all want to make sure we are financially covered should the unexpected happen. There has never been a better time than now to set up the right policies to cover life’s “what ifs” and have access to additional income when it’s most needed. We have options for life, long-term care and disability insurance to help in these situations.
Retirement Income Planning
Retirement income planning can seem like a complicated, intricate process. With so many important decisions to make and so many options available for meeting your needs, it’s important you have a resource you can count on to help guide you along the way.
Financial Planning
Having an overall financial plan can determine your confidence with finances today and in the future when you face retirement. We can help you assess what you have and what you might need to meet your future goals and then put a plan in place to achieve those goals.
Tax-Minimization Strategies
Taxes will always be a part of life. We can review your assets and see what would help with minimizing taxation. Every dollar saved today can work for you in retirement.
Estate and Legacy Planning
Protecting, preserving, and passing along your estate is important to overall financial well-being. We work to make certain you have a plan that allows you to protect your assets, minimize taxes, and pass along more wealth to heirs.
Asset Management
Making sure your cash flow, assets and various accounts work together for your ultimate benefit is an important component in managing personal finances. We can assess where the gaps are and make sure that all components are part of a cohesive, logical plan.
Charitable Giving
Protecting, preserving, and passing along your estate is important to overall financial well-being. We work to make certain you have a plan that allows you to protect your assets, save taxes, and pass along more wealth to heirs.
Ready to take the next step?
Interested in learning more about how we can help navigate the journey toward your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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Securities offered through Geneos Wealth Management, Inc. (Member FINRA/SIPC). Advisory Services offered through Geneos Wealth Management, Inc. a Registered Investment Advisor.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22552 - 2023/1/6
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.