Broker Check

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:
    1. Disability or Illness
    2. Premature Death
    3. 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
  • REITS (Real Estate Investment Trusts)
  • Limited Partnerships
  • Annuities (Fixed and Variable)
  • IRAs, SEPs
  • TSAs
  • 529 Plans
  • Seminars

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