• 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

• 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
  

• 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

• 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

• 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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