Products & Services

At Genesis One Wealth Builders, we provide assistance in the following areas:

Investments

  • Educational IRA
  • Mutual Funds
  • Unit Investment Trust
  • Assets Under Management
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Insurance

Financial Education Training

We provide professional, informative and entertaining workshops to individuals and corporations in the public, private and religious sectors. The training programs have been written and developed by our founder, Carla J. Cargle.

Our signature programs “The Financial Truth” ®

Corporate Financial Education Programs:

• "Money Coaching_ The Necessary Employee Benefit” 

If the Signature Programs do not meet your criteria, Genesis One Wealth Builders will develop a curriculum specifically designed to address the needs of your target market.