COMPREHENSIVE WEALTH MANAGEMENT SERVICES
Client Service and Communication
- Frequent communication to establish your financial goals and chart a timeline for accomplishments
- Financial document organizing using a customized organizer for all financial documents
- Custom family website with electronic document storage
- Electronic weekly market commentaries
- Quarterly research and special reports on various wealth management topics
- Invitation to intimate events, including client appreciation events (guests welcomed)
Investment Services
- Regular investment review meetings with your advisor to ensure you are on track to meet your goals
- Design and maintenance of personalized investment solutions and a portfolio appropriate to your needs
- Recommendations regarding allocation and positioning of funds in retirement plans such as 401(k)s
- Ongoing due diligence and monitoring of investments
- Access to a professional investment team to comprehensively support your needs and questions
Tax Planning
- Comprehensive review of your tax return to highlight opportunities for tax reduction strategies
- Quarterly review of your tax situation and planning to incorporate any new tax law changes
- Free consultation with your tax preparer
Retirement Planning
- Analysis of your current and future income needs to drive investment decision making
- Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
- Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs
- Recommendations regarding appropriate strategy for Social Security payment options
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Estate Planning
- Analysis of your current estate plan and concerns
- Free consultation with your estate planning attorney
- Assistance in transferring assets to your living trust
- Guidance with the appropriate and necessary steps in the event of the death of a loved one
Specialty Planning
- Philanthropic solution through review and assessment of family goals and charitable values
- Complete risk and insurance evaluation for comprehensive review of existing insurance coverage
- Executive Compensation review of stock options, grants, restricted units, deferred compensation and concentrated equity positions to determine tax and cash flow implications
- Small business operational advice to include tax planning, business purchase review and valuation
