Investment Oversight Service
- Reviewing your investments and designing a personalized portfolio appropriate to your needs
- Year-long, continual monitoring of your investments
- Quarterly, semi-annual or annual meetings to review and evaluate your investment performance,
update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you - Independent Advice
- Recommendations regarding positioning of investments within your employer provided retirement plans
such as 401(k)s - Quarterly economic report detailing updated analysis and a current view of the investment markets
Tax Reduction Planning
- Coordinate with your tax preparer for tax planning strategies to help minimize taxes
- Annual review of your tax situation and planning to incorporate any new tax law changes
- Recommendations of tax solutions including tax advantaged investments
- Staying current on and presenting tax laws that can affect your situation
Retirement Income & Distribution Planning
- Analysis of your current and future income needs
- Continual development and implementation of recommendations to fund your income needs to optimize your lifestyle
- Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
- Analysis of the beneficiaries of your IRAs
Family Wealth Planning
- Analysis of your current estate plan
- Review of strategies to efficiently transfer wealth to your loved ones
- 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
Client Services & Communications
- Quarterly Newsletter to keep you apprised of the most current planning strategies
- Quarterly, semi-annual or annual reviews
- Special reports on how to help reduce your taxes and other important topics
- Special Gold Medal Service Events, including client appreciation events
