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