Broker Check

Services

At Genesis Financial Partners, we provide assistance in the following areas:

Investments

  • CD’s
  • Tax-Free Bonds
  • Government Bonds
  • Mutual Funds
  • Common Stock
  • Fee-based Accounts
  • Rollover IRA’s
  • Roth IRA’s
  • SEP IRA’s
  • Simple IRA’s
  • 529 Plans
  • Fixed Annuities
  • Variable Annuities

Financial Planning

  • Retirement Planning
  • Investment Analysis
  • Insurance Planning
  • Debt Management
  • Education Planning
  • Cash Flow Analysis
  • Estate Planning
  • Business Planning

Insurance

  • Life Insurance
  • Long Term Care
  • Disability Income