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Wealth Management / Investment Management
Investment Oversight Service
  • Reviewing your investments and designing a personalized portfolio appropriate to your needs.
  • Year-long, continual monitoring of your investments.
  • Quarterly, semi-annual or annual meetings to review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you.
  • Quarterly 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.
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 and creation of your current estate plan and concerns.
  • Integration of Estate Plan with your Financial Plan.
  • Assistance in transferring assets to your Trusts & other planning vehicles.
  • Providing guidance with the appropriate and necessary steps in the event of legal changes and/or the death of a loved one.
Tax Reduction Planning
  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies.
  • Quarterly review of your tax situation and planning to incorporate any new tax law changes.
  • Complimentary consultation with your tax preparer.
  • Recommendations of tax solutions including tax advantaged investments.
  • Staying up-to-date on and presenting new tax laws that can affect your situation.
Investment Oversight Service
  • 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)
OTHER SERVICES WE OFFER

Family Limited Partnerships

Gift Trusts for Family Members

Lifetime Family Trusts

Grantor Retained Annuity Trust

Charitable Remainder Trust

Private Foundations

Sale to Grantor Trust

Beneficiary Defective Trust