Our Services
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.