Services and Solutions

I'm here to help you meet your financial goals, while empowering you to make your own choices. Whether you are saving for retirement, managing your assets, or sending your child to college, I can help you find the right road and provide the map to get there. I believe the most important part of financial planning is the relationship you have with your money. I value providing sound financial solutions over selling financial products.

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Services include:

  • Comprehensive Financial Planning
  • Elder and Intergenerational Planning
  • Projects and Hourly Consultations
  • Wealth Allocation, Accumulation and Transfer Planning
  • 401(k) Rollovers

Solutions may include:

  • Managed Investment Accounts
  • Annuities
  • Life Insurance
  • Long-Term Care, Disability and Critical Illness Insurance
  • Mutual Funds
  • Qualified Retirement Plans
  • Traditional and Roth Individual Retirement Accounts (IRA)
  • U.S.Treasuries Securities

Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.  Investment advisory services also offered through Financial Design & Management, Inc an SEC Registered Investment Advisor.

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