Serving successful families and businesses since 1982.


The Tricky Truth of Inheritance in the 21st Century

Inheritances are a complicated thing. Not only are there often strings attached in the eyes of the government, unexpected taxes, and complicated bequeathments, but there are also potential conflicts within families. And not to mention the fact that the potential windfall was the result of a relative's death. Inheritances are very complicated.

Filling Out the FAFSA

Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. The right financial advisor can play a vital role in keeping you focused on what really matters. Watch this informative video from Dimensional Fund Advisors to learn more about the value that a financial advisor can bring to your investment experience.

Taking the Leap : The Risks and Rewards of Starting a Business, Making It Grow, and Fulfilling Your Entrepreneurial Vision.

By: Kathy Longo, CFP®, CAP®, CDFA

When I decided to start Flourish Wealth Management a little over four years ago, there was a great deal to consider and to plan for. But first I had to accept the fact that I could fail, things could turn out worse than I expected them to, the market could take a nosedive the day after we opened our doors, and my planning and effort could all be for naught. But, there was the other side, too. I might succeed, things might work out better than I had anticipated, the market might stay relatively steady, and my planning and effort might just pay off both financially and personally. For those with an entrepreneurial spirit, starting a business isn’t just about the potential for financial gain; in fact, financial opportunity often takes a back seat to the need for independence and the need and desire to create something meaningful and personally fulfilling.

IRA Contributions are Low

According to a study released in January 2017 by the Investment Company Institute (ICI),the majority of US households do not contribute” to IRAs (individual retirement accounts).

From Commissions to Fee-Only: A Personal Journey

Senior Wealth Advisor, Bronwyn Shone, CFP®, discusses her personal journey from book publishing, the dot com world, and insurance sales to fee-only financial advisor.

Fifteen years ago this month, I attended my first financial planning class. It was a survey class designed to give a broad overview of the skills financial planners were required to master to be considered competent professionals, and the first in a series of courses required by the CFP® Board to sit for the CFP® exam. What led me to that first class?

Cash Balance Plans

On the Process of Coaching and Hidden Opportunities

Business Coaching is becoming more available to the population than ever before.  In fact many seasoned or successful business owners and or executives transi

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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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