Serving successful families and businesses since 1982.

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Articles

The A, B, C, and D of Medicare

An Executor Checklist

Your 2019 Financial To-Do List

Filling Out the FAFSA

Is Now The Right Time to Go Roth?

The Sequence of Returns

Should You Use 529 Plan Funds on K-12 Education

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Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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