Generations Financial Management
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
Helping people understand their financial situation and showing them the real-world impact it has on their lives
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Equity Compensation
- Estate Planning
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Preparation
- Insurance Planning
- Investment Management
- Portfolio Management
- Retirement Planning
- Risk Management
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Flat Fee — $1,200–$45,000 one-time
- One-Time Planning Fee — $750–$10,000 one-time
- AUM-Based Fee — 1%–2% of AUM