Consulting Services

Genwealth Consulting Services and Pricing are listed below. 

Money Management

  • Income & Cash Flow

  • Saving Strategies

  • Budget and Spending Management

  • Consumer Credit and Consumer Lending

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Asset Protection

  • Basic Estate Planning

  • Insurance

  • College Planning

Retirement Planning

  • Investing Fundamentals

  • Basic Retirement and Estate Planning

  • Social Security and Medicare Planning

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Genwealth Consulting Fees

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Accepted Payment Methods:

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Available Packages:

3 Sessions - $450

5 Sessions - $675

Non Package Hourly Rate: $175

Appointments must be prepaid (option to split into 2 equal payments), scheduled and completed within 3 months. Additional sessions will be $150/hr upon completion of all package sessions. Appointments typically last an hour.