The Generations logo is based on a conceptual capital “G” and the concept of following a path. Each client has their own individual financial path and this unique “G” icon presents a strong and progressive mark that assures each client that their financial assets will be navigated for generations by a qualified, caring team. That team, Generations Tax & Wealth Management, will manage and advise a clear path for each client’s current and future tax and wealth management needs.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Tax Preparation & Planning
CPA Plans
1040 Personal Tax Preparation
Business Tax Preparation
Tax Strategy Development
Tax Projection Analysis
State and local tax matters
Quarterly Estimated Payments
Retirement Tax Planning
Wealth Tax Planning
Tax Implications of Investments
Estate Tax Preparation
Estate Tax Planning
Gift Tax Preparation
Gift Tax Planning
Charitable Contribution Planning
Year-End Tax Planning
Real Estate Planning
Employee Benefit Strategies
Life Events Tax Planning
Capital Gains and Losses Planning
Educations Tax Benefits
Prior Year Tax Reviews
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Medicare Planning
Annuities
Policy Reviews and updates
Business Insurance Review
Liability and Umbrella Insurance
Specialized insurance plans
Financial Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuities
Generational Wealth Management
Custom Investment Management
Custom Estate and Legacy Planning
Custom Tax Strategies
Custom Business Succession Plans
Custom Retirement Plans
Custom Wealth Education Plans
Insurance and Risk Management
Philanthropy and Charitable Giving
Multi Team Financial Planning
Custom Trust Services
Generational Wealth Protection
Advanced Wealth Strategies
Education and Engagement