Broker Check

Products & Services

EH FINANCIAL provides cutomized financial plans for our clients.

Each family’s retirement goals are incorporated into a comprehensive investment package.   Our services include:


  • Stocks, Bonds & Mutual Funds
  • Brokerage Accounts
  • Alternative Investments: REITs, BDCs, etc.
  • Variable, Fixed & Indexed Annuities
  • Portfolio Analysis and Management

Financial and Estate Planning

  • Estate Plans
  • Wills and Trusts
  • Powers of Attorney
  • Retirement Plans: IRAs, 401 (k),403 (b), 457, etc.
  • College Savings Plan


  • Term Life Insurance
  • Permanent Life Insurance
  • Long Term Care
  • Medicare Health Plans
    & Supplemental Insurance

Tax Services

  • Individual Tax Planning
  • Federal & State Income Tax Returns
  • Income, Gift & Estate Tax Return preparation
  • Representation before the IRS

Geneos Wealth Management does not offer tax or legal advice.