Services
Protection, Retirement & Financial Solutions
Retirement accounts, investment accounts, life insurance and business protection are presented as four separate services rather than one blended “wealth management” offering. No pricing is published on this page — every enquiry starts with a consultation.
Retirement Planning & Account Solutions
Explore retirement account options
We help individuals and business owners explore retirement account options designed to support long-term financial goals. Our process begins with understanding objectives, time horizon, financial situation, and available retirement options before determining appropriate next steps.
Services
- Traditional IRA
- Roth IRA
- SEP IRA
- Solo 401(k)
- 401(k) Rollovers
- Retirement Account Transfers
- Retirement Contribution Planning
- Retirement Account Review
No online checkout
The client contacts INC Genius first. Options are presented only after the objectives, time horizon and financial situation have been reviewed.
Schedule a Retirement ConsultationInvestment Account Solutions
Accounts matched to goals and time horizon
We help clients explore investment account options based on their financial goals, time horizon, and individual circumstances. Available solutions may include taxable brokerage accounts and other investment accounts appropriate for long-term financial planning.
Services
- Brokerage Account Setup
- Investment Account Review
- Asset Allocation & Investment Planning
- Long-Term Investment Planning
- Account Transfers
- Retirement & Investment Coordination
"We work with you to align your investment accounts with your long-term wealth strategy, risk tolerance, and financial timeline. Schedule a consultation to review your existing portfolio or explore new account options."
Schedule an Investment ConsultationLife Insurance & Family Protection
Protection for families, owners and beneficiaries
Life insurance can help provide financial protection for families, business owners, and beneficiaries in the event of death. We help clients review available coverage options based on protection needs, financial responsibilities, and long-term objectives.
Solutions
- Term Life Insurance
- Whole Life Insurance
- Indexed Universal Life (IUL)
- Final Expense Coverage
- Income Replacement Planning
- Legacy Planning
- Policy Reviews
"Insurance premiums are personalized based on your age, health status, coverage amount, and carrier selection. Contact us for a tailored quote based on your specific needs."
Request a Life Insurance ReviewBusiness Protection & Continuity
Protect the company, its owners and its continuity
We help business owners explore insurance solutions designed to protect the company, key individuals, ownership interests, and business continuity.
Services
- Key Person Life Insurance
- Buy-Sell Agreement Funding
- Business Owner Life Insurance
- Ownership & Beneficiary Review
- Business Continuity Planning
- Policy Review & Coverage Analysis
Insurance & Protection Review
- Beneficiary Review
- Existing Policy Review
- Coverage Needs Review
- Protection Gap Analysis
Public Pricing
No prices on this page — by design
Coverage, contribution limits and account suitability are individual. The page teaches, then routes to a conversation.
01
Learn about the service
Each section explains what the service covers in plain language.
02
Schedule a consultation
Every button opens the same short contact form.
03
Review needs
Objectives, time horizon and responsibilities are reviewed.
04
Present options
Appropriate options are presented after that review.
Get In Touch
Get a Free Consultation
Tell us what you’re looking to accomplish and an INC Genius representative will contact you to discuss your protection, retirement, or financial goals and appropriate next steps.
info@inc-genius.com
Phone Number
(908) 336-7725