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