15 minute
telephone call

Schedule a complimentary 15 minute telephone call to discuss your planning needs.

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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)

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