Services
Working with a Financial Planner
Are you retired and feel you are paying too much in taxes? Could you use more retirement income?
We offer our clients strategies to navigate both saving for retirement and living in retirement while seeking to lower the taxes they pay along the way.
Investment Oversight
- 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
- Monthly or Quarterly Statements
- Independent Advice
- Recommendations regarding positioning of investments within employer provided retirement plans such as your 401(k) or your 457
- Quarterly economic report detailing updated analysis and a current view of the investment markets
Tax Reduction Planning
- Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
- Annual review of your tax situation and planning to incorporate any new tax law changes
- Recommendations of tax solution including tax-efficient investments and asset location to maximize your objectives
- Staying current on and presenting new tax laws that can affect your situation
Retirement Income & Distribution Planning
- Analysis of your current and future income needs
- Continual development and implmentation of recommendations to fund your income needs to optimize your lifestyle
- Recommendations regarding the most appropriate dostribution strategy for your employer retierment plans and IRAs
- Analysis of the beneficiaries of your IRAs and how you establish and Inherited IRA
Family Wealth Planning
- Analysis of your current estate plan
- Review strategies to efficiently transfer wealth to your loved ones
- 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 and articles on how to help reduce your taxes and other important topics
- Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)
Get Started
Ready to Take the Next Step?
If you're looking for second opinion on your financial picture. We are ready to put your best interest first, to bring your attention any pitfalls we see coming and help you consolidate to get your finances in focus.