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)
