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Gemini Financial Services, Inc

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Gemini Financial Services, Inc

Overview:

Gemini Financial Services provides financial planning and investment portfolio management to help you to pursue your long-term financial goals. To accomplish this requires a relationship built on trust. We adhere to the Governing Principles of the Financial Planning Association that promotes transparency, privacy and full disclosure in all dealings. In this way we expect clients to be comfortable exchanging information that will enhance the financial planning experience over the long term.

Using our comprehensive financial planning approach, we can help you chart a plan for reaching your goals. We can also answer the questions you may have about your financial future, such as:

   * How much money will we need to retire in the manner we wish?
   * How can I get the most out of my 401(k)?
   * Should I have a traditional IRA or a Roth IRA?
   * How can I maximize the return on my investments while reducing risk?
   * Do I need disability insurance? Long-term care insurance?
   * What do I need to know about wills, trusts and probate, and how do I ensure that I pass as much as possible to my children from my estate?

We can help you understand the myriad of financial products and services and help you choose those that will help meet your specific needs.

We are interested in working with you throughout your lifetime. Whether you're just starting your family, or your children are starting theirs, we can help you plan your financial future.

Toll Free: +1 866 GEMINI2 (436 4642)

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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