Our Services
CLIENT SERVICES & COMMUNICATIONS
- Quarterly Newsletter to keep you apprised of financial planning options
- Quarterly Financial check-ups
- Special Reports on ways to reduce taxes
- Client Appreciation and education events
- Research on individual client issues
TAX REDUCTION PLANNING
- Review of your tax return to highlight opportunities to reduce taxes
- Ongoing review of your tax situation and planning to incorporate any new tax law changes
- Consultation with your tax preparer
FAMILY WEALTH PLANNING
- Analysis of your current Estate Plan and concerns
- Consultation with your Attorney
- Assistance in transferring assets to Trusts
- Providing guidance with important steps in the event of death of a loved one
- Making sure client wishes are properly taken care of after death
INVESTMENT OVERSIGHT SERVICE
- Reviewing investments
- Designing a personalized portfolio to help you achieve your financial goals
- Independent advice and review of Insurance needs
- Review Investments within your employer provided retirement plans such as, 401ks
- “Proactively tweaking” investments to help ensure they stay on track to meet your needs
ANNUAL REVIEW
RETIRMENT INCOME & DISTRIBUTION PLANNING
- Analysis of your income needs now and in the future
- Ongoing oversight and research to make recommendations to fund your income needs
- Recommendations regarding most advantageous distribution strategies
- Analysis of IRA beneficiaries and how to establish stretch IRAs after you pass away
- Annual calculations of Required Minimum Distribution (RMD) from your IRAs
SMALL BUSINESSES
- Company sponsored retirement plans
- 401(k) plan
- 403(b)(7) custodial account
- Qualified Retirement Plans “Keogh”
- SEP IRA
- Simple IRA
- Educational Events
- Individual Employee Financial Planning
WEALTH MANAGEMENT SOFTWARE
- Track your investments online
- Your own personalized website at our “Client Center”
- Have access from your cellphone, tablet or computer
- A personal digital Vault to store valuable documents
- Check to make sure you stay on track with your retirement plan