Products & Services

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.