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Our Services

Jervey Genesis Solutions

Goal Discovery and Planning

  • Helping develop your financial & investment needs, wants & wishes
  • Strategizing and planning for those goals
  • Providing a timeline for those goals

Cash Flow and Net Worth Analysis

  • Help determine the appropriate emergency savings amount
  • Providing debt elimination strategies
  • Assisting with how much to save and increase your Net Worth
  • Providing tools to assist with budgeting and spending

Risk Management Solutions

  • Preparing for job loss
  • Untimely death or disability
  • Evaluating property and casualty insurances
  • Living to long
  • Long-term care solutions

Employee Benefits Planning

  • Understanding Health Insurance options
  • Health Savings accounts
  • Flexible spending accounts
  • Restricted Stocks
  • Stock options
  • Deferred Compensation plans

Life Transitions Planning

  • Prepare for all life transitions
  • Work, Family, Health, and Leisure

Education Planning

  • Education Analysis per child
  • Account funding options
  • Loan options
  • Review Tax Credits

Investment Planning

  • Building an appropriate investment portfolio for 401K, IRA’s, Investment accounts, 529’s, Trust, etc
  • High quality investments
  • Develop an investment strategy
  • Help understand your expected rate of return.
  • Active & Passive investing

Tax Planning

  • Income tax review
  • Look for ways to reduce taxable income
  • Provide tax deferred growth strategies
  • Review options for tax advantages investments
  • Tax liability reduction strategies
  • Charitable contributions

Retirement Planning

  • Determine how much you need to save
  • Options on where to save for retirement
  • Roth Conversions and Roth Alternatives
  • Develop a retirement income plan
  • Review when you should take social security
  • Review your pension options
  • Review Medicare options

Asset Protection

  • Provide strategies to help protect your assets from unexpected circumstances
  • Discuss benefits of Family Limited Partnerships
  • Discuss pros & cons of Private Foundations
  • Discuss pros & cons of Revocable Trust
  • Discuss pros & cons of Irrevocable Trust

Estate Planning

  • Provide guidance on basic estate documentation
  • Work with Attorney & CPA
  • Estate size reduction
  • Gifting strategies
  • Estate tax reduction
  • Beneficiary planning
  • Incapacitation planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  302-543-7424