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

To view the consumer’s guide to financial planning per the CFP board, click here.

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