Quite simply, we help people protect their assets and develop a roadmap to reach their retirement & planning goals. Our clients have worked hard all of their lives accumulating assets. Often these are in qualified plans (IRAs, 401(k)s, SEPs, etc.). Sometimes it may even be an inheritance.
That’s just the beginning. We will guide you and structure your plan most efficiently and effectively. We are very mindful of many factors such as budgetary concerns, tax minimization, and estate planning issues. We will work closely with you to develop a genuine understanding of your retirement goals. Everyone needs a plan of action and a solid retirement strategy.
The result of working with Generations Asset Preservation will be a lifetime of security and income and economic well being.
- Complete estate planning, implementation of legal documents; Wills, Power of Attorney, Trusts, etc., through our legal affiliate
- Income needs analysis
- Proper investment allocation tied to stated goals and circumstances
- Guaranteed income and private pension plan implementation
- IRA/ 401(K) rollovers
- Broad spectrum of investment options with our investment affiliate
- Social Security