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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
For many, retirement includes contributing their time and talents to an organization in need.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A change in your mindset during retirement may drive changes to your portfolio.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Savvy investors take the time to separate emotion from fact.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Around the country, attitudes about retirement are shifting.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.