Have you considered purchasing life insurance on your child or grandchild, but not sure if it's the right decision? Read about the advantages of using life insurance to help set your child up for financial success.
About Us
The word ingenium is one of the Latin words at the root of the word engineering and means natural or innate talent.
Our Services
You’ve worked your whole life moving towards retirement. What will retirement look like for you?
Contact Us
Our investment advisors would be happy to answer any questions you have about your financial situation.
Personal Insurance
A foundational piece of your financial life is your personal insurance. Ingenium Financial can provide expert guidance to help you design and implement an insurance plan to meet your unique needs.
Investments
Your investment portfolio is the engine that drives you to your financial goals—retirement, college education, a vacation home, or a bucket-list trip of a lifetime. Just like driving a car, the faster you go, the more risk you’re taking.
Retirement Planning
Planning for your retirement is not an event or a product. It’s a process that should change and adapt as your situation changes. Ingenium Financial can help you create a clear path to your goals—one that makes you feel more secure and prepared for the future.
Estate Planning
With this type of preparation, you can put the tools and processes in place to protect your assets in the event of your incapacitation or death. Ingenium Financial can help you develop a plan to effectively manage your property, now and as it transitions to your heirs.
Business Solutions
As a small business owner, a large part—if not most—of your assets are represented by your business. That means the business is likely providing the income to support your family’s current lifestyle while also funding your retirement.
We manage assets for individuals and families, providing investment management, and financial planning services.
Blogs
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Avoiding sequence of returns risk is one of the most important things you can do to protect your retirement. But what exactly is sequence of returns risk, and how can you mitigate it? Here are 4 strategies to help you protect your retirement savings from its negative effects.
