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:
- Investments
- Alternative Investment Portfolios
- Bonds
- Brokerage Accounts
- Brokerage Certificates of Deposit
- Closed-end Funds
- Common Stock
- Exchange Traded Funds (ETFs)
- Government Securities
- Municipal Bonds
- Mutual Funds
- Separately Managed Accounts (SMA)
- Treasury Bills
- Treasury Notes
- Estate Planning
- Business Continuity Planning
- Charitable Giving
- Family Trusts
- Legacy/Generation Planning
- Special Needs Trusts
- Wealth Transfer Planning
- Financial Planning
- College Planning
- Divorce Planning
- Estate Planning
- Retirement Income Planning
- Rollover IRA Consultation
- Roth IRA
- SEP IRA
- Simple IRA
- Tax Reduction Planning
- Traditional IRA
- Uniform Gifts to Minors (UGMA/UTMA)
- Employee Benefit Plans
- 401(k) Plans
- 457 Plans
- Deferred Compensation Plans
- Keyman Insurance Plans
- Pension Plans
- Profit Sharing Plans
- 401(k) Plans
- Cash & Wealth Management
- Asset Allocation Portfolios*
- Cash Flow Analysis
- Corporate Treasury Management
- Debt Consolidation & Reduction
- Wealth Accumulation Strategies
- Risk Management
- Critical Illness Insurance
- Deferred Income Annuity
- Disability Income Insurance
- Fixed Annuity
- Health Insurance *
- Home & Auto Insurance *
- Indexed Annuity
- Long Term Care Insurance
- Medicare Plans
- Term Life Insurance
- Universal Life Insurance
- Variable Annuity
- Variable Universal Life Insurance
- Whole 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.
