Our Services
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.
pauljervey@genesiswms.com | 302-543-7424