Client Gold Medal Services

"The New Standard in Personalized Wealth Management"

 

   Retirement Income & Distribution Planning

  • Goals based Retirement Planning-"What captures your heart?"
  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to fund your income needs and help you to maintain a comfortable standard of living
  • Recommendations regarding the most suitable distribution strategy for your Employer Retirement Plans (401K plan, 403B plans, Employer Stock plans)
  • Analysis of the beneficiaries of your IRA and how to establish an "Inherited IRA"
  • Social Security Analyzer
  • Medicare Supplement Analyzer

Investment "Watch Dog" Service

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Independent, objective financial advice
  • Year long, ongoing and consistent monitoring of your investments
  • Annual "Renewal Meetings" to review and evaluate your portfolio, update your objectives if needed, re-allocate your portfolio as needed to meet your goals
  • Recommendations regarding your investment allocations within your Employer Plan (401K, 403B, Company Stock plans)
  • Quarterly Statements
  • Weekly Market Update via email
  • Quarterly "Market Watch" letter detailing our firm’s research, analysis and view of the current state of  tthe investment markets

Tax Reduction Planning

  • Recommendations of tax solutions including tax advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation
  • Comprehensive review of your tax return to highlight potential opportunities for maximizing tax reduction strategies
  • Complimentary consultation with your tax preparer 

Family Wealth Planning

  • Analysis of your current Estate Plan and concerns
  • Assistance in transferring your 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
  • Helping you to write your "Family Love Letter"
  • Strategies for funding Education Plans for your children and grandchildren
  • Asset Protection Strategies for potential Long Term Care expenses
  • Complimentary consultation with your Estate Planning Attorney

Client Services & Communications

  • Interactive Web Site with financial calculators to help analyze “what if” scenarios
  • Create your Personalized “Wealth Advisor” report
  • Quarterly Newsletter to keep you informed of the most current planning options
  • Semi-Annual or Annual “Renewal Meetings”
  •  Special Reports on how to help you reduce your taxes and other timely topics

Special Gold Medal Client Events

  • Client Education Workshop – Clients & Guests Welcome!
  • Client Appreciation Dinner – Exclusive Event for Clients Only
  • Client Advocate Special Event – Exclusive Event for Clients Who Refer Us