Financial Services
Investment Planning
Fiduciary Standard: We commit to always act in your best interests
Fee-Based: Our compensation is structured so that when you succeed we succeed
Personalized: Each investment portfolio is built towards your specific goals and purposes
Independent: We operate 100% free of any proprietary products
Comprehensive: Additional guidance on assets “held away” from our firm including 401(k)/IRA assets
Diligence: Continual monitoring of your investments, allocations and strategies
Coordinated: Increasing your future net worth is top of mind in all planning considerations
Client Services &
Communication
Semi-Annual or Annual Client Reviews: This is the backbone of all of our financial services
Monthly Newsletters: Timely and effective tax and financial strategies in an easy to read format
Purposeful Educational Events: Economic, market and tax planning events help keep you in the know
High End Client Appreciation Events: We foot the bill and you can even bring a friend or two
Retirement Income &
Distribution Planning
Social Security Distribution Strategies: Detailed modeling of Social Security distributions options
Income Planning: Helps improve timing and sequence of various distribution techniques
Coordinated Strategies: We create multiple “What If” scenarios to help optimize every step
Qualified Charitable Distributions: If you are charitably inclined, we know how to help
Proactive Tax Planning
Tax Bracket Management: Extended tax modeling helps reduce both current and future taxes
Annual Tax Return Review: Identify and act upon current year’s potential tax saving opportunities
Qualified Plans: Analyze, advise and implement small business qualified plans
Roth Conversion Strategies: Help minimize future Required Minimum Distribution taxes
Family Wealth Planning
Estate Plan Analysis: Review wills and trusts in light of your current financial plan*
Estate Tax Modeling: Helps reduce or eliminate estate taxes
Distribution Solutions: Guidance as to when and how your heirs receive their potential inheritance
Family Assistance at Death: Coordinate with your heirs for proper estate distribution*
Annual Beneficiary and Heir Reviews: Helps keep your estate plan current and up to date*
*This service does not include any formal legal work. Updating or creating legal documents is done through our in house attorney or your own attorney if applicable. Separate fees may apply.
