Our Services
COVID-19 Financial Planning Consult
The emergence of COVID-19 has presented some of the greatest challenges and opportunities we’ve seen in decades. Times like these can be make or break, especially when near retirement.
This free, no obligation, financial planning consult will make sure you have the resources and information you need to make the most of the situation.
If you (or your family) are asking pointed questions like...
- “When will I be ready for retirement?”,
- “What’s going to happen to my 401k when I retire?”, or
- “What’s the best tax strategy to reduce my burden in retirement?”
Then this consult may be the best next step for your family.
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 Statements
- Independent Advice
- Recommendations regarding positioning of investments 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 investment markets
Tax Reduction Planning
- Comprehensive review of your tax return to highlight potential 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 strategies 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 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
- Quarterly 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 (check out our blog for some of our previous reports)
- Special Gold Medal Service Events, including client appreciation events... for you and your guests!