Our mission at The Gemini Group is to partner a knowledgeable and experienced team of professionals who can manage your unique investment objectives and circumstances. We believe we are well able to effectively serve the needs of retirement planning, estate and trust work, pensions and general investing. Whatever your particular circumstances are we have many corresponding levels of planning for your REAL MONEY, REAL LIFE requirements.
With over 50 years of combined financial services industry experience, we are most inclined to focus on those looking for wealth strategies that provide for income, individuals focused on wealth accumulation, and companies committed to providing a robust retirement plan for their employees.
The world in which investments function doesn’t seem to be getting any simpler as time goes by. It can be a tremendous benefit if the individual can enlist the support of a team to help lighten that load. Just as we go through different stages of our lives, there are corresponding stages of investing: Accumulative, Preservative and Distributive. Keeping on track with your personal investment timeline can be made easier by having a well-crafted, practical plan.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."