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