Our Premier Services

Investment "Watch Dog" Service

  • Independent Advice
  • Quarterly Statements
  • Quarterly meetings to:
    • Review and evaluate investment performance
    • Update overall financial objectives and if necessary reallocate your portfolio as agreed upon by the client
  • Review investments and design a personalized portfolio appropriate to your needs
  • Year-long, continual monitoring of investments
  • Recommend positioning of funds within employer provided retirement plans, such as 401(K)'s
  • Commission-free transactions on most trades including stocks, bonds or mutual funds
    • (Certain transactions fees may apply)
  • Quarterly "Martket watch" letter
    • Details our firm's research, analysis and view of the current state of the investment markets

Tax Reduction Planning

  • Free consultation with your tax preparer
  • Quarterly review of our tax situation and planning to incorporate any new tax law changes
  • Comprehensive review of your tax return to highlight opportunities for tax reduction strategies
  • Recommendations of tax solutions, including tax advantaged investments
  • Staying up to date on and presenting new tax laws that can affect your situation

Retirement Income and Distribution Planning

  • Analysis of income needs now and in the future
  • Continual development and implementation of recommendations to fund income needs and help maintain a comfortable standard of living
  • Recommendations regarding the best distribution strategy for employer retirement plans and IRAs
  • Analysis of the beneficiaries of IRAs and how to establish an Inherited IRA

Family Wealth Planning

  • Free Consultation with your attorney
  • Analysis of your current estate plan and concerns
  • Assistance in transferring assets to your Living Trust or other trusts
  • Provide guidance with appropriate and necessary steps in the event of the death of a loved one

Client Services and Communications

  • Quarterly Review
  • Quarterly Newsletter to keep you apprised of the most current planning options
  • Special reports on how to help reduce your taxes and other important topics
  • Special Gold Medal Service Events, including client appreciation events
    • You may bring up to 2 guest to each Premier Service event



* Securities offered through SagePoint Financial Inc. member FINRA/SIPC.