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Investment Advisory Services 

  • Money Management Services*
  • Real Estate Asset Management Services
  • Asset Allocation
  • Financial, Tax, Charitable and Estate Planning*
  • Cash Flow Counseling
Finance and Tax Services

Real Estate ****

  • Cash Flowing Investment Real Estate
  • Distressed Property Opportunities
  • Land Opportunities
  • Traditional Real Estate Purchase/Listing

* Investment Advisory Services provided through Genesis Financial Advisors, LLC  ** Debt restucturing provided by Commercial Equity Solutions, LLC ***Tax Services provided by Genesis Tax Advisors, LLC**** Genesis Real Estate Investment Group, LLC Tamilyn Simard Designated Broker

 

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