Services
Services
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other areas that are critical to your financial well being.
Investment Services
- 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 the 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 for 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 on optimal distribution strategies for your employer retirement plans and IRAs
- Analysis of the beneficiaries of your IRAs and how to establish and Inherited IRA
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
Family Wealth Planning
- Analysis of your current estate plan and concerns
- Complimentary consultation with your attorney
- Assistance in transferring assets to your Living Trust or other trusts
- Offer direction for protecting your children’s assets and planning for their education expenses
- Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
Client Services & Communication
- 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 Bridge Events, including client appreciation events
- Personalized financial website with complimentary digital storage
Product Offerings
Alternative Investments – 1031, REIT
Annuities – Fixed, Indexed, Variable
Fee Based Investments
Insurance Services – Disability, Health & Life
Mutual Funds