Wealth Management

We will work with you to understand your risk tolerance while listening to you and understanding what your financial goals are. By being an Investment Advisor Representative that works through an independent Registered Investment Advisor, we are not tied in with a large “wire house” institution, which means we can offer a universe of funds and equities to create cost-efficient and high-quality portfolios. At Generations Wealth Management, we invest your funds in an institutional-style investment strategy.

Tax Planning

Taxes are one of the single largest expenses we have, yet we spend so little time considering ways we can keep Uncle Sam out of our pockets. At Generations Wealth Management, we take an integrated approach to financial planning, one that includes tax minimization strategies, and we have the right professionals to help. Every financial move you make has tax implications, so having a comprehensive retirement plan with tax-smart investment strategies is vital. Remember, it’s not only what you make but what you keep!

Health & Long-Term Care

Choosing the best Medicare Plan that fits your needs can be a challenging task. Long-term care planning can help financially protect you and your family from unexpected medical issues that may arise as you age. You have many options to choose from and our senior health insurance specialists are available to help you make a confident decision about the plan options that may be best for you.

Legacy & Estate Planning

We believe the fastest way to erode away your life’s work is to not have an estate plan in place. An estate plan shelters your assets and provides for your family in the event you are no longer around to provide for them yourself. By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is to be given, and minimize the taxes that are paid.

Insurance Planning

Insurance is an important element of any life plan and can help protect you and loved ones in many different ways, including how to utilize insurance contracts to build tax-free income streams and inheritance plans.

Through our team of professionals, we are able to assist you with procuring long-term care, life insurance, disability insurance, property insurance and more. We can also teach you how insurance can be used strategically to help you have more money to enjoy in retirement with less stress, and leave even more for heirs if that is an objective.

Business Planning

Whether you are just getting started or nearing the end of your career, we can help you make the most of your business, from the initial phases, through restructuring, to business sales, we have a dedicated team to help you!

We provide solutions for business succession and continuation planning, employee benefits, key person insurance, executive benefits, buy sell agreements, and transitions/sales.