Lee Young

Products and Services

Products and Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness

The information provided on this website is for general and educational purposes and is subject to change without notice.  The information does not represent, warranty or imply that services, strategies or methods of analysis offered can or will predict future results, identify market tops or bottoms or insulate investors from losses.  The information has been obtained from sources considered to be reliable, but it is not guaranteed.   Asset allocation and diversification do not ensure a profit or protect against loss in a declining market.  Past performance is not a guarantee of future results. Investors should always seek individual financial advice based on their own personal circumstances before acting.

Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

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