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Services

Client Service and Communication

  • Frequent communication to establish your financial goals and chart a timeline for accomplishments
  • Personal 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 
  • Invitation to educational events, to keep abreast of current trends and planning opportunities (guests welcome)

Investment Services

  • Quarterly market recaps and performance review
  • Design and maintenance of a personalized portfolio appropriate to your needs
  • Recommendations regarding allocation and positioning of funds in retirement plans such as 401(k)s
  • Ongoing due diligence of investments

Tax Planning

  • Comprehensive review of your tax return to highlight opportunities for tax reduction strategies
  • Periodic review of your tax situation and planning to incorporate any new tax law changes
  • Free consultation with your tax preparer
  • Recommendations of tax solutions including tax advantaged investments

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 strategies for your retirement plans and IRAs
  • Recommendations regarding appropriate strategy for Social Security payment options

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.