Broker Check

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

CREATIVE PLANNING

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

LET'S LOOK FORWARD

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

BUSINESSES

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

LIFE IN A BOX