In charge of your financial Present and Future

Is your money working hard for you ? Or, Are you working for money?

Get your gift
Grow your Finances
Seamlessly empower fully researched growth strategies and interoperable internal.
Strategies
Apply the best financial strategies for short, medium and long term 
Planning
Step by Step, you will see the results of planning your finances
Solutions
According to your needs and scope, you will find the solutions you need

START YOUR NEW LIFE

Take control of
your finances

START INMEDIATLY

SERVICES

  • Retirement planning
  • 401K / IRA
  • Lifetime income planning
  • Annuities
  • College funding
  • Live insurance
  • Investments
  • Will & Trust
  • Debt management
  • Mortage protection

Retirement planning

Making your money works for you when you stop working

Start now

IRA / 401K ROLLOVER

Tax deferred is important and rollover too. Take an action with knowledge

Take action NOW

LIFETIME INCOME PLANNING

To guarante lifetime income planning is imperative

Planning TODAY

ANNUITY

Learn how to get a lifetime income after Pension and Social Security income

Learn today

College funding

It's time to talk about the college of your kids

Start now

LIFE INSURANCE

Planning the best insurance and liability for the tranquyility of your familly

Get insurance

INVESTMENTS

Healthy investments for a healthy financial future

Invest now

WILL & TRUST

Watch your assets and your loved ones TODAY !

Book appointment

DEBT MANAGEMENT

We help you to fix your debts

FIX IT NOW

MORTAGE PROTECTION

Liability can be easily taken care till mortage is paid off

PROTECTION NOW

FREE USEFULL RESOURCES

You can find diverse links to usefull tools for your finances

Retirement

Savings

Insurance

Taxation

Mortage

College

PARTNERSHIP

Experience a rewarding career at Bluegenie Solutions where you help people understand the basics of their personal finances while building your own personal career in the finance domain. Whether you are new to the industry or you are looking to enhance your professional skills, we can provide you with the training and support you need to take your skills to the next level. As an associate with Bluegenie Solutions, you will help individuals accumulate wealth and protect their hard-earned assets.

RESPONSABILITIES

  • Schedule appointments
  • Conduct face-to-face meetings
  • Analyze clients’ financial situations with help of tools provided
  • Conduct the gap analysis for clients
  • Recommend appropriate solutions
  • Present the solutions to client
  • Coordinate with the client and service providers
  • Complete and maintain all necessary  documentation
  • Create and maintain a healthy and
    long lasting relationship with clients
  • Develop leads
  • Expand the task-force for increased
    outreach
  • Comply with all regulatory
    requirements, including licensing and
    registrations

REQUIRED SKILLS

  • Bachelor’s Degree, or equivalent work experience demonstrating proficiency in marketing, sales, or customer service
  • Excellent communication skills
  • Excellent interpersonal skills
  • Organized individual who excels in
    problem solving and multitasking
  • Motivated hard worker who displays
    self-confidence and a strong desire to learn
  • Energetic self-starter
  • Management skills are desirable but
    not required

What you will gain

As a full-service independent financial service professional, you will be creating customized plans to meet client needs in the following areas:

  • Retirement planning
  • Tax savings
  • 401K Rollover
  • College Savings
  • Asset protection
  • Risk management
  • Estate planning
  • And much more