Products & Services There are many financial products in the marketplace today. Informed decisions about the products in any portfolio are best made after an assessment of you and your family’s needs. After meeting with the Genesis Wealth Advisors team, you will be better informed to choose the products and services that address your unique situation. Genesis Wealth Advisors works closely with our clients and the other advisors in their lives, including: accountants, bankers, and estate planning attorneys, to develop a fully integrated wealth management plan.At Genesis Wealth Advisors, we Provide Assistance to Individuals, Families, and Businesses with a Variety of Financial Planning Services, including: InvestmentsAlternative Investment PortfoliosBondsBrokerage AccountsBrokerage Certificates of DepositClosed-end FundsCommon StockExchange Traded Funds (ETFs)Government SecuritiesMunicipal BondsMutual FundsSeparately Managed Accounts (SMA)Treasury BillsTreasury NotesEstate PlanningBusiness Continuity PlanningCharitable GivingFamily TrustsLegacy/Generation PlanningSpecial Needs TrustsWealth Transfer PlanningFinancial PlanningCollege PlanningDivorce PlanningEstate PlanningRetirement Income PlanningRollover IRA ConsultationRoth IRASEP IRASimple IRATax Reduction PlanningTraditional IRAUniform Gifts to Minors (UGMA/UTMA)Employee Benefit Plans401(k) Plans457 PlansDeferred Compensation PlansKeyman Insurance PlansPension PlansProfit Sharing PlansCash & Wealth ManagementAsset Allocation Portfolios*Cash Flow AnalysisCorporate Treasury ManagementDebt Consolidation & ReductionWealth Accumulation StrategiesRisk ManagementCritical Illness InsuranceDeferred Income AnnuityDisability Income InsuranceFixed AnnuityHealth Insurance *Home & Auto Insurance *Indexed AnnuityLong Term Care InsuranceMedicare PlansTerm Life InsuranceUniversal Life InsuranceVariable AnnuityVariable Universal Life InsuranceWhole Life Insurance*Services offered through Advance Insurance Group, LLC. Reading, PA To learn more about the Team of Financial Advisors and the Products and Services we provide, contact Genesis Wealth Advisors to schedule an appointment today.*Asset allocation or diversification do not guarantee a profit or protect against a loss.