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