Broker Check

Wealth Management Services

CLIENT SERVICE AND COMMUNICATION

  • Frequent communication to establish your financial goals and chart a timeline for accomplishments
  • Financial document organizing using a customized organizer for financial documents

INVESTMENT SERVICES

  • Regular investment review meetings with your advisor to ensure you are on track to meet your goals
  • Design and maintenance of personalized investment solutions and a portfolio appropriate to your needs
  • Recommendations regarding allocation and positioning of funds in retirement plans such as 401(k)s, IRA's
  • Ongoing due diligence and monitoring of investments

TAX PLANNING

  • Comprehensive review of your tax return to highlight opportunities for tax reduction strategies
  • Consultation with your tax preparer to coordinate tax planning decision

RETIREMENT PLANNING

  • Analysis of your current and future income needs to drive investment decision making
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the best distribution strategy for your employer retirement plans and IRSs
  • Recommendations regarding appropriate strategy for Social Security payment options

ESTATE PLANNING

  • Analysis of your current estate plan and concerns
  • Assistance in transferring assets to your living trust
  • Guidance with the appropriate and necessary steps in the event of the death of a loved one