Delivering Comprehensive Financial Solutions Through:
When you choose our firm, you benefit from obtaining comprehensive advice from a team of highly-qualified professionals with backgrounds in accounting, financial planning, and portfolio management. We have guided clients and managed investment portfolios through some of the most challenging times in U.S. history. As a team, we have more than 100 years of combined asset management experience.
Independence & Objectivity
As an SEC registered investment advisory firm, we deliver objective, unbiased recommendations to our clients. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. We represent our clients and their interests, rather than any specific company. We work for you.
A Personal Profile, A Balanced Portfolio
Every investor’s profile is unique. Geneva Partners works with each client to develop a portfolio that is tailored to them, using a combination of stocks, bonds, exchange-traded funds, and cash to meet their various, personal needs.
If you are looking to partner with an experienced team who is fully dedicated to the growth and preservation of your wealth, we welcome you to contact us to get the conversation started.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding how capital gains are taxed may help you refine your investment strategies.
Here are 5 reason why you may consider working through retirement.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Even low inflation rates can pose a threat to investment returns.
With alternative investments, it’s critical to sort through the complexity.
Why are 401(k) plans, annuities, and IRAs so popular?
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know how to set up your financial goals for success? This knight does.