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
• Quarterly or Monthly Statements
• Independent Advice
• Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s
• Monthly communications addressing current market trends
• 24-hour online access to your accounts

Tax Reduction Planning

• Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
• Quarterly review of your tax situation and planning to incorporate any new tax law changes
• Complimentary consultation with your tax preparer
• 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 & Distribution Planning

• Analysis of your income needs now and in the future
• 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 plans and IRAs
• Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA

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

Client Services & Communications

• Monthly Newsletter to keep you apprised of the most current planning options
• 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 (where you may bring guests)