Services Offered to Individuals

 “The New Standard in Personalized Wealth Management”

Our 'Gold Medal Services'

Investment “Watch Dog” Service 

  • Review your investments and design a personalized portfolio specific to your unique needs
  • Continually monitor your investments
  • Quarterly meetings to: review and evaluate your investment performance, update your overall  financial objectives and if necessary, reallocate your portfolio 
  • Quarterly Statements
  • Independent Advice
  • Option of Commission-free transactions on most stocks, bonds or mutual funds traded in your account with our wrap account platform (certain transaction fees may apply)
  • Recommend  funds within your employer provided retirement plans such as 401(k)s
  • Quarterly “market watch” letter detailing our firm’s research, analysis and view of the current state of the market
 
Tax Reduction Planning
  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Quarterly review of your tax situation and incorporation of new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommend tax solutions including tax advantaged investments
  • Stay current on and present new tax laws that effect your situation
 
Retirement Income & Distribution Planning
  • Analysis of your current and future income requirements
  • Continually develop and implement recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommend the best distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA to continue your IRA for up to 70 years or longer after you pass away
 
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
  • Provide guidance with 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 options
  • Quarterly Reviews
  • Special reports on how to reduce your taxes and other important topics
  • Debt analysis and review of existing real estate lending strategies
  • Special Gold Medal Service Events, including client appreciation events
    (where you may bring guests)

*Stretch IRA's are only appropriate for investors that will not need the money to fund their retirement.