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Gold Medal Services

Investment “Watch Dog” Service

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Continual monitoring of your investments
  • Quarterly/Semi-Annual/Annual meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio
  • Quarterly Statements
  • Independent Advice
  • Recommendations regarding positioning of investments within 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
  • Aggregation of all your accounts to simplify and reduce paperwork

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies
  • On Going 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

Retirement Income & Distribution Planning

  • Analysis of your income needs (now and in the future) and potential estate tax liabilities
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA
  • Review the possibilities of converting to a Roth IRA

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
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
  • Review of beneficiary designations and asset titling
  • Review of your long-term care needs

Client Services & Communications

  • Quarterly/Semi-Annual/Annual Reviews
  • Quarterly Newsletter to keep you apprised of the most current planning options
  • Special reports on how to help reduce your taxes and other important topics
  • Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)

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