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Living Trusts
You can specify precisely how your assets are to be managed throughout your life. A living trust is a vehicle that allows you to have peace of mind and to know that your personal and financial objectives will be met.

Testamentary Trusts
Accomplish long-term fulfillment of your wishes through a testamentary trust.

Retirement Planning
Maximize your returns on your retirement fund with expert guidance. Business owners can bring expertise into their businesses to offer their employees a secure future.

As your financial partner, GenoaFinancial can help you assess your financial situation and provide guidance in your investment decisions.

Estate Planning
Protect and provide for your family and others close to you.

In situations involving a minor, the conservator is responsible for the financial management of the estate until the child reaches legal age. A conservator also can be appointed in the case of an adult who is adjudged physically or emotionally unable to handle financial affairs.

Charitable Trusts
Not only is it a gift to your favorite charity, it can also help reduce income tax, eliminate capital gains tax, and lower taxes on your estate. 

Executor Services
Upon your death, your executor assembles and values estate assets, pays necessary taxes, distributes estate assets to beneficiaries, and supplies a full accounting for his or her actions in connection with carrying out the terms of your will.

Securities offered through LPL Financial, Member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates.

Investment Products are:
Not FDIC Insured | No Bank Guarantee | May Lose Value
Not a Deposit | Not Insured by any Federal Government Agency
3201 Navarre Avenue
Oregon, OH 43616
Phone: (419) 698-5831
Fax: (419) 698-4502
Start saving now and reward yourself later.
Invest in your 401k today and put your money to work.