Services

COMPREHENSIVE 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 all financial documents
• Custom family website with electronic document storage
• Electronic weekly market commentaries
• Quarterly research and special reports on various wealth management topics
• Invitation to intimate events, including client appreciation events (guests welcomed)

Investment Services
• Regular investment review meetings with your advisor 
• 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
• Ongoing due diligence and monitoring of investments
• Access to a professional investment team to comprehensively support your needs and questions

Tax Planning
• Comprehensive review of your tax return to highlight opportunities for tax reduction strategies
• Quarterly review of your tax situation and planning to incorporate any new tax law changes
• Complimentary consultation with your tax preparer

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 IRAs
• Recommendations regarding appropriate strategy for Social Security payment options

Estate Planning
• Analysis of your current estate plan and concerns
• Complimentary consultation with your estate planning attorney
• 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

Specialty Planning
• Philanthropic solution through review and assessment of family goals and charitable values
• Complete risk and insurance evaluation for comprehensive review of existing insurance coverage
• Executive Compensation review of stock options, grants, restricted units, deferred compensation and concentrated equity positions to  etermine tax and cash flow implications
• Small business operational advice to include tax planning, business purchase review and valuation