Broker Check

Our Services

OUR GOLD MEDAL SERVICES:

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Continual Monitoring of your investments
  • Regular Reviews to evaluate your investment performance, update your financial objective and if necessary, reallocate your portfolio
  • Recommendations regarding allocation within your employer provided retirement plans such as 401(k)s
  • Aggregation of all your accounts to simplify and reduce paperwork

TAX REDUCTION PLANNING

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Review of your tax situation and planning to incorporate any new tax law changes
  • Complementary consultation with your tax preparer
  • Recommendations of tax solutions including tax advantage investments

RETIREMENT INCOME & DISTRIBUTION PLANNING

  • Analysis of your income needs now and in the future
  • Analysis of potential estate tax liabilities
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plan and IRA’s
  • Analysis of the beneficiaries of your IRAs

FAMILY WEALTH PLANNING

  • Analysis of your current estate plan and concerns
  • Complimentary consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
  • Review of beneficiary designations and asset titling
  • Review of your long-term care needs

CLIENT SERVICES AND COMMUNICATIONS:

  • Monthly Newsletter to keep you apprised of the most current planning options
  • Quarterly, Semi-Annual or Annual review of your Portfolio
  • Special reports on ow to help reduce your taxes and other important topics
  • Special Client Events including Client education and appreciation events.