Our Services
Investment Oversight Service
- Reviewing your investments and designing a personalized portfolio appropriate to your needs
- Year-long, regular monitoring of your investments
- Quarterly Statements
- Independent Advice
- Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s
Tax Reduction Planning
- Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
- Semi-Annual review of your taxes and planning to incorporate any new tax law changes
- Complimentary consultation with your tax preparer
- Recommendations of tax solutions including tax advantaged investments
Retirement Income & Distribution Planning
- Analysis of your income needs now and in the future
- Ongoing oversight and research to make recommendations to fund your income needs
- Recommendations regarding most advantageous distribution strategies
- Analysis of the beneficiaries of your IRAs
- Annual calculations of Required Minimum Distribution (RMD) from your IRAs
Insurance & Family Wealth Planning
- Analysis to determine the appropriate amount of life insurance for you and your family
- Analysis of any potential risk exposures
- Analysis of your current estate plan and concerns
- Free consultation with your attorney
- Assistance in transferring assets to your Living Trust or other trusts
- Providing guidance with important 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 & Communications
- Quarterly Newsletter
- Semi-annual or annual reviews
- Special reports on how to help reduce your taxes and other timely topics
- Client Appreciation and education events