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Our Services
Genovese Associates provides customized retirement and estate planning solutions for business owners and families of all sizes and incomes. Working with The Nautilus Group®, an esteemed group of professionals with experience in the law, accounting and tax, we have access to a team that provides dedicated support in business and estate planning. Our team facilitates the delivery of insightful financial research and fact finding at no direct cost to our clients. We then consult with a client's own team of trusted advisors to execute the solutions our clients and their lawyers deem fit. Our team pursues every project with our signature persistence and dedication, helping to ensure all clients' needs are met in a timely, cost-efficient manner, and that clients feel well cared for when consulting us about their financial future.
Estate Conservation Funding
Life Insurance
Health Insurance
Corporate Benefits
Charitable Planning
Business and Nonqualified Executive Benefit Planning
Buy and Sell Agreements
Key Man Insurance
Retirement Planning
Tax Diversification Strategies
Retirement Income Planning
Estate Planning
Registered Representative Services
Complimentary Exploratory Fact-Finding Research via The Nautilus Group®
