OUR GOLD MEDAL SERVICES:

• Reviewing your investments and designing a personalized portfolio appropriate to your needs
• Regular 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
• Regular 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.