GOLD MEDAL SERVICE
“The New Standard in Personalized Wealth Management”
Investment Oversight Service
- Reviewing your investments and designing a personalized portfolio appropriate to your needs
- Year-long, continual monitoring of your investments
- Frequent meetings to review and evaluate your investment performance,
update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you - Regular 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 opportunities for maximizing tax reduction strategies
- Review of your tax situation and planning to incorporate any new tax law changes
- Complimentary consultation with your tax preparer as requested
- Recommendations of tax solutions 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 the most 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 as requested
- 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
- Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)