About Us

The word ingenium is one of the Latin words at the root of the word engineering and means natural or innate talent.

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Our Services

You’ve worked your whole life moving towards retirement. What will retirement look like for you?

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Our investment advisors would be happy to answer any questions you have about your financial situation.

 

Personal Insurance

A foundational piece of your financial life is your personal insurance. Ingenium Financial can provide expert guidance to help you design and implement an insurance plan to meet your unique needs.

 

Investments

Your investment portfolio is the engine that drives you to your financial goals—retirement, college education, a vacation home, or a bucket-list trip of a lifetime. Just like driving a car, the faster you go, the more risk you’re taking.

 

Retirement Planning

Planning for your retirement is not an event or a product. It’s a process that should change and adapt as your situation changes. Ingenium Financial can help you create a clear path to your goals—one that makes you feel more secure and prepared for the future.

 

Estate Planning

With this type of preparation, you can put the tools and processes in place to protect your assets in the event of your incapacitation or death. Ingenium Financial can help you develop a plan to effectively manage your property, now and as it transitions to your heirs.

 

Business Solutions

As a small business owner, a large part—if not most—of your assets are represented by your business. That means the business is likely providing the income to support your family’s current lifestyle while also funding your retirement.

We manage assets for individuals and families, providing investment management, and financial planning services.

Blogs

What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...
Greg Hier |
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Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...
Greg Hier |
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4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is. 1 That could be because we’re seeing higher prices practically everywhere. 1 Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general. 1 That’s because thinking inflation is worse than it is can stoke our fears of...