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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