Did you know that in addition to being your tax professional, I am also an investment professional?
Over the years, clients have asked me for advice on various financial matters including: retirement, estate, investment and insurance needs.
Unfortunately, I was only able to give general guidance, but was not able to give specific recommendations to help build financial security. At the request of numerous clients and to provide better service, I decided to add financial services to my practice. Now, clients can take advantage of advice that coordinates tax and investment expertise.
When I made this decision, I determined that it was important to associate with a company that has a high level of integrity, financial strength and support. Genworth Financial Securities has these attributes.
I am now able to provide you with services beyond the traditional tax and accounting, including such services as personal financial advice, retirement planning, small business investment services, insurance solutions and more.
Benefits to you
As my client, you now have access to independent financial advice, in addition to the services I already provide. With the support of a strong and respected company, Genworth Financial, I can now provide you with solid investment services and timely support. As an independent business professional, I am dedicated to serving you and your financial needs.
A word from Genworth Financial Securities Corporation
Our company was founded in 1981 with a vision: Accounting and tax professionals are the financial advisors of choice, and are best positioned to provide their clients with quality, objective, financial advice. This was a radical idea that many thought would never succeed. After all, tax and accounting professionals are not sales people. However, these critics missed the point. Accountants and tax professionals are motivated to maintain long-term client relationships rather than focusing on shot-term sales transactions. As the client, you financial situation places your Representative in a position to be your financial adviser of choice.
To meet its vision, Genworth Financial Securities combines the strength and resources of our parent company, Genworth Financial, with the same level of consultative support we began offering in 1981. The management team began their professional careers as advisers themselves and have assisted clients like you with tax and investment planning services. Your Representative is educated and trained in all aspects of financial investing and consulting services. The Genworth Financial planning team provides your Representative with additional support in retirement income planning, money management services, and qualified plans. Meeting the ever-changing challenges of the financial services industry and providing the services and products you need requires a world-class organization. When you work with your Genworth Financial Representative, you benefit from the expertise of such an organization.
Retirement income planning
- Fee-Based Asset Management Services*
- Mutual Fund
- Variable Annuities
- Fixed Annuities
- Qualified Retirement Plans including:
- 401 (K) Plans
- SIMPLE Plans
- Roth IRAs
- Educational IRAs
- Long Term Care Insurance
- Life Insurance
- Disability Income Insurance
- Group Insurance
- Business Ownership Succession
- Charitable Remainder Trusts
- Non-Qualified Deferred Compensation Plans
*offered through our affiliate,
Genworth Financial Advisers Corp
COMPLIMENTARY FINANCIAL REVIEW
The best way to start on the road to a secure financial future is a complimentary financial review.
Working side-by-side with you, we’ll be able to assess whether your current insurance and investment plans meet your financial goals. If your current financial footing is solid, I will not hesitate to tell you. If there are gaps, I will recommend strategies to meet your goals.