Serving successful families and businesses since 1982.



Your Annual Financial To-Do List - 2015

Financial Considerations for 2015

Avoiding Family Squabbles Over Your Estate

Less Protection for Inherited IRAs

That First RMD from Your IRA

The 401k Amendment Period Is Here

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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, AZ, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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