What services do you provide?
What services do you provide?
Investment and Money Management
- Review of your investment portfolio
- Continual monitoring of your investments
- Regularly scheduled meetings to review and evaluate investment performance, update overall financial objectives and reallocate portfolios
- Independent, unbiased advice
- Access to institutional money managers
Tax Planning
- Review of your tax return to seek ways to reduce your tax bill
- Review of your tax situation and planning to incorporate any new tax changes
- Free consultation with your tax preparer
- Recommendations of tax solutions, including tax-managed investments
- Staying up to date on and presenting new tax laws that can affect your situation
Retirement Income and Distribution Planning
- Analysis of your income needs now and in the future
- Continual development and implementation of income strategies to help you maintain a comfortable standard of living
- Recommendations regarding the best distribution strategy for employer retirement plans and IRAs
- Analysis of the beneficiaries of IRAs and how to establish an Inherited IRA
Family Wealth Planning
- Analysis of your current estate plan and discussion of your concerns
- Free consultation with your attorney
- Assistance in transferring assets to your Living Trust or other trusts
- Guidance regarding the appropriate steps in the event of the death of a loved one
Risk Management and Insurance Planning
- Analysis of your insurance needs and concerns
- Planning for long-term care needs