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Generation Wealth and Investments – Wayne Tam

Generation Wealth & Investments Generation Wealth & Investments provides financial planning, investments and insurance services. Financial Planning:  We provide hourly financial planning based on your needs and objectives. Investments: We guide you in investing for your goals, whether they be retirement, saving for college,

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CONTACTS AT GENERATIONWI.COM

GENERATION WEALTH AND INVESTMENTS

WAIYIN TAM

200 LI●●●●●●T #001

BO●●ON , MA, 02111

US

1.85●●●●8052
WT●●@GENERATIONWI.COM

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GENERATION WEALTH AND INVESTMENTS

WAIYIN TAM

200 LI●●●●●●T #001

BO●●ON , MA, 02111

US

1.85●●●●8052
WT●●@GENERATIONWI.COM

View this contact

GENERATION WEALTH AND INVESTMENTS

WAIYIN TAM

200 LI●●●●●●T #001

BO●●ON , MA, 02111

US

1.85●●●●8052
WT●●@GENERATIONWI.COM

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Generation Wealth and Investments – Wayne Tam | generationwi.com Reviews
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Generation Wealth &amp; Investments Generation Wealth &amp; Investments provides financial planning, investments and insurance services. Financial Planning:  We provide hourly financial planning based on your needs and objectives. Investments: We guide you in investing for your goals, whether they be retirement, saving for college,
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3 services
4 financial planning
5 investments
6 insurance
7 resources
8 case studies
9 selected articles
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Generation Wealth and Investments – Wayne Tam | generationwi.com Reviews

https://generationwi.com

Generation Wealth &amp; Investments Generation Wealth &amp; Investments provides financial planning, investments and insurance services. Financial Planning:  We provide hourly financial planning based on your needs and objectives. Investments: We guide you in investing for your goals, whether they be retirement, saving for college,

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1

Case Studies - Generation Wealth and Investments

http://www.generationwi.com/case

No money for college: Jeopardizing children’s future. Issues: Richard and Susan, in their early 40s, are corporate professionals just starting to save. They have 2 children, ages 4 and 9, a mortgage, and worry about funding college. They understand that going to college is a right everybody has, but you need money to exercise that right. Considerations: Is college still possible if one parent stops working? Are savings in CDs enough with college costs growing at 8%? How can he gradually transfer ownershi...

2

Disclosures - Generation Wealth and Investments

http://www.generationwi.com/disclosures

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investments may be volatile and can involve the loss of principal. Past performance is no guarantee of future returns.

3

About - Generation Wealth and Investments

http://www.generationwi.com/about

About Generation Wealth and Investments. Generation Wealth and Investments is a Registered Investment Advisory with the Securities Division of Massachusetts as well as an independent insurance agency licensed in the state of Massachusetts in Property, Casualty, Life, Disability, and Health. Wayne Tam, CFP , MBA. Wayne Tam, CFP , MBA is the principal of Generation Wealth and Investments. Address: 200 Lincoln Street, Suite 001 Boston, MA 02111. Theme: Spacious by ThemeGrill.

4

Financial Planning - Generation Wealth and Investments

http://www.generationwi.com/financial-planning

We offer financial planning counseling with a Certified Financial Planner in the areas of: Goals Analysis, Budgeting, Tax Review, Asset Protection, Investments Review, Education Planning, Retirement Planning, and Estate Planning Review. How we do it. We help you articulate your life goals and how money fits into them. We help you determine what’s important while gaining perspective on your big questions. Address: 200 Lincoln Street, Suite 001 Boston, MA 02111. Theme: Spacious by ThemeGrill.

5

Selected Articles - Generation Wealth and Investments

http://www.generationwi.com/about/selected-articles

The Big Mistakes in Investing. Long Term Investing Doesn’t Work? Real Estate Better Than Stocks? What is an Investment? Do You Need $75,000 A Year to be Happy? Big Mistakes and Litlle Mistakes. Investors, Gambers, and the Casino. Are You Paying A Commission? Address: 200 Lincoln Street, Suite 001 Boston, MA 02111. Theme: Spacious by ThemeGrill.

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Generation Wealth and Investments. We provide financial planning, investments, and insurance focused on education and customer service. Generation Wealth and Investments. Generation Wealth and Investments provides financial planning, investments and insurance services. We provide hourly financial planning based on your needs and objectives. We guide you in investing for your goals, whether they be retirement, saving for college, or saving to buy a house. Theme: Spacious by ThemeGrill.

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