We take a unique, streamlined approach to answering your questions and determining if our firm is a good match for your financial needs. Our 3-D process will also give you, and us, a good understanding of your financial situation, and your goals. After determining your financial path, we implement our F.I.T. Assessment. This assessment shows your current financial shape, suggests strategic adjustments, and tracks your progress to financial independence. These approaches remove the guesswork and you’ll never be left wondering about the progress of your financial vision.
Our services include wealth management, financial planning, investment management, and business planning. We also specialize in tax planning, because we all have to pay the IRS but we don’t have to give them a tip!
Whether you are an individual, a family, or a business, see what Jervey Genesis Solutions can do for you.