Comprehensive Wealth Management Solutions
In addition to our in-depth planning and comprehensive investment approach, Gen X Wealth Partners offers a wide range of wealth management solutions.
Simplified Retirement Planning
Our retirement planning services are designed to allow clients to identify their specific retirement goals and develop a plan to help achieve them. We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.
Investment Planning
We are committed to providing clients with informed perspectives and tailored approaches to their needs and challenges. As your trusted partner, we begin with a deep understanding of your financial priorities and then apply appropriate financial solutions to help optimize your wealth.
Cash Flow Analysis and Budgeting
The household budget is the foundation of your financial plan. We will review your cash flow and develop a budget that you can manage and keep. Without understanding your income needs today, how can you plan for your future?
College Planning
We provide analysis to enable you to determine approximate costs and identify the best tax-advantaged funding solution. Our team will also provide you with guidance on best practices for completing the FAFSA application to put your family in the best position to take advantage of grants, work-study, and loans to pay for college. Understanding financial aid is an important part of the process. We will also educate your child so that they can understand the responsibilities of their decisions.
Estate Planning
We will review your current estate plan to ensure it is up to date and properly structured to protect you, your family, and your wealth. This includes planning for the successful transfer and distribution of your assets so you know your family members will be cared for and your wishes will be followed. Our team will help you integrate your investment and estate plans as a component of wealth transfer planning. We also coordinate with your other professional advisors and estate attorney to ensure every expert is on the same page.
Socially Responsible Planning
What if your investments could do more than just help you reach your goals? What if you could also give them a voice to speak on your behalf and be invested in companies that you believe in? That is the power and potential of socially responsible investing. It is a strategy that invests in companies that promote a positive social impact. We are proud to offer an investment platform called the Planetfolio to empower your investments. We can align both your goals and your convictions. We feel it is a powerful combination and one that can add value to your investments beyond a return.
Wealth Protection Strategies
Insurance protection is a crucial element of a comprehensive, long-term investment plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life, and long-term care insurance. We will also review your existing insurance policies and utilize our trusted resources if needed.
Multigenerational Wealth Transfer
Our multigenerational wealth management approach allows us to build relationships with your family to help them understand the challenges of investment planning and properly managing inherited wealth. You and your family will secure the clarity, confidence, and advice necessary to plan for the responsible stewardship of your family’s wealth over generations.
