Serving successful families and businesses since 1982.


Does it matter what type of IRA I contribute to or take money from first?

That matters and then some.

Last week, a new couple came in that was referred to me by a client of many years.

They were planning on retiring this year and their main concern was not running out of money.

Low Cost, Flat Fee 401k Retirement Plans

In today’s job market, offering a low-cost, transparent retirement plan is essential, so here are three steps to get there.

Pros and Cons of a Reverse Mortgage


Inheritance Tax

How to use the new (2019) estate & gift tax limits to maximize the transfer of your wealth

The well-known quote ‘’Nothing is certain except death and taxes’’ by Benjamin Franklin remains poignant and certainly rings true for many Americans.  When you give assets in the form of cash, stocks or a car perhaps, the government want to know

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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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