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Personal and Family Services

Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • Develop strategies to help accomplish your life plan
  • Discuss tactics that strive to maximize your estate and minimize your taxes
  • Meet with your attorney
  • Annual projections of wealth preservation
  • Assistance in titling your assets to help minimize your estate taxes
  • Provide guidance with the appropriate and necessary steps in the event of the death of a loved one

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • Assistance in titling your assets to help minimize your estate taxes
  • Develop strategies to help accomplish your life plan
  • Continual development and implementation of recommendations to help fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs

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
  • Meet with your tax preparer
  • Recommend tax solutions including tax advantaged investments
  • Keep you informed of changes in the tax laws and how they can affect your situation

Investment Services

  • Review your investments and design a personalized portfolio suitable to your needs
  • Continuous monitoring of your investments
  • Quarterly 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 Statements
  • Independent Advice
  • Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k)s

Client Services & Communications

  • Quarterly reviews
  • Quarterly "market watch" letter detailing our firm's research, analysis and view of the current state of the investment markets
  • Special reports on how to help reduce your taxes and other important topics
  • Gold Medal Service Special Events including education and client appreciation events