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