Generations Financial Planning & Wealth Management

Informations générales

Helping a select group of families meet their life goals.

Summary:
Specialties:
• Financial Planning – Comprehensive financial planning including -----Retirement planning
--Education planning
--Tax planning
--Wealth transfer planning.
• Tactical Asset Management – Utilizing the advance & protect strategy striving to capture growth during rising markets and to help protect capital during declining markets.
• Tax Advantaged Investments – Including
---Retirement accounts
---Long term capital gain investments
---Municipal tax free bonds
---Deferred annuities
-- Oil and gas drilling partnerships for intangible drilling credits.
-- Passive gain investments to offset passive losses.

Experience
For over 12 years’ I have been helping clients achieve their financial goals including:
• Fee Based Asset Management
• Financial Planning

As a CERTIFIED FINANCIAL PLANNER™ professional, I have completed the rigorous certification process required by the CFP® Board that identifies practitioners who are committed to the competent and trustworthy guidance of their client's financial well-being.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge investment Research Advisors, Inc,. a Registered Investment Advisor. Generations Financial Planning & Wealth Management & Cambridge Investment Research are not affiliated.