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GenWealth Advisory Group works with friends and neighbors throughout Utah to help them work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
At GenWealth Advisory Group, we provide holistic planning for clients who are retired or planning to retire in five to 15 years, using our proprietary Right-Track Retirement™ method, designed with your specific goals in mind.
We focus on all facets of your retirement plan to help ensure you get the most out of what you have saved, help you extend your savings years beyond what you might have imagined and give you confidence in an enjoyable and fulfilling journey into retirement.
When thinking about a railway operation, without the train, the tracks are rendered useless and vice versa. Before we ever start laying the tracks and plotting a course toward your retirement, it’s critical we understand everything we can about your train and all its precious cargo: Employment history, investments, taxes, life insurance, social security, gains, losses – just like boxcars on a railroad, all are linked together to make up a single train. When it comes to your retirement, we take immaculate inventory of your fleet well before we load it onto our tracks.
Just as a railroad engineer does more than just drive the train, he or she is ultimately responsible for the entire train during the run. This is where we take over. Once we have a firm understanding of your specific train and what’s on board, the next step in Right-Track Retirement™ begins with developing an income plan, which helps to ensure your income needs and other financial objectives are met once you decide to step away from your employment stream. We then take into account all of the risks a retiree faces and then our engineers develop a customized plan to help each one.
With your train comfortably loaded onto the tracks, the Implementation stage is where our retirement engineers truly go to work so that you no longer need to. As you set out toward your retirement destination, we log each mile right along with you, helping to ensure your carefully planned strategy stays on the tracks and is adhered to from the first whistle all the way through the final stop. Every Right-Track Retirement™ is meticulously executed to account for all of life’s crossings, including: Retirement strategy, wealth preservation, risk mitigation, tax efficiency, legacy planning and long-term care protection.
Once the journey begins, we will be there to help ensure that you’re never left alone on the tracks. Ever. With all of life’s travels, there may be bumps along the way. The best engineers know when and how to calculate and implement changes to the course, even long after the train departs. We sit down with you and your family at regular intervals to assess the conditions ahead and recalibrate the plan as often as is necessary to help make sure your retirement stays on the Right Track to your destination.
Your financial future is too important to put off another day. Schedule a complimentary, no-obligation consultation with us and request our Right-Track Retirement Report™, customized for you and your financial objectives!
Your Right-Track Retirement Report™ will show you:
Our focus is on comprehensive tax-efficient strategies to help preserve your retirement, and ensure your investment strategies align with your risk tolerance. We do this by providing guidance to help you develop an overall retirement income strategy, and we offer a variety of insurance and investment products to help achieve the objectives of that strategy.
We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.
Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.
If your portfolio has not fully recovered from losses in recent years, you may wish to consider allocating a portion of your money in more aggressive products to help make up for lost ground and get back on track to accumulating wealth.
We can help you design an income plan incorporating insurance and investment vehicles to create opportunities for long-term growth as well as guarantee income throughout your retirement.
Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our RiskAlyze tool!
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and GenWealth Advisory Group are not affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Manny Negron or GenWealth Advisory Group is stated or implied.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods, which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.