Our Services
At Generations Wealth Advisors, we provide expert assistance in the following areas:
INVESTMENT PLANNING / ANALYSIS
- Strategies for Growth and Income
- Educating on Alternatives
- Asset Allocation: Attempting to Reduce Risk, Enhance Rate of Return by Targeting Specific Asset Classes
- Determining How Much to Save to Achieve Goals
RISK MANAGEMENT PLANNING
- Helping Clients Plan for the Possibility of:
- Disability or Illness
- Premature Death
- Inability to care for yourself
RETIREMENT PLANNING
- Dealing with Lump Sum Distributions
- Projecting Early or Late Retirement
- Income Generating Strategies
- Minimizing Tax Liabilities
ESTATE PLANNING
- Protecting Privacy
- Preserving Family Wealth
- Charitable Giving
INVESTMENT PRODUCTS
Money Markets
- Treasury Bills, Notes and Bonds
- Stocks
- Bonds (Taxable and Tax Free)
- Mutual Funds
- ETFs
- REITS (Real Estate Investment Trusts)
- Limited Partnerships
- Annuities (Fixed and Variable)
- IRAs, SEPs
- TSAs
- 529 Plans
INSURANCE PRODUCTS
- Individual and Group Life (term, fixed/variable, universal)
- Disability
- Group Health
- Long Term Care
- Private Pension
- Key Person Insurance
BUSINESS PRODUCTS AND SERVICES
- Qualified Plans: 403(b), 401(k), Profit Sharing
- Pension Planning
- Deferred Compensation Strategies