Platinum Client Services

Investment Planning & Oversight Services

  • Review of your investments and design of a personalized portfolio appropriate to your needs
  • Year-long, continual monitoring of your investments
  • Quarterly, semi-annual or annual meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
  • Quarterly Statements
  • For advisory accounts, commission-free transactions on most stocks, bonds or mutual fund trades (certain transaction fees may apply)
  • Independent Financial Planners offering Independent Advice
  • Recommendations regarding asset allocation of investments within your employer provided retirement plans such as 401(k)s, 403(b)s or Thrift Savings Plans


Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • 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
  • Help with decisions regarding when to take Social Security payments


Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities for implementing tax reduction strategies
  • Annual review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax strategies including tax-advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation


Family Wealth & Estate Planning

  • Analysis of your current estate plan and concerns and complimentary consultation with your attorney
  • Assistance in transferring assets to your Living Trust or setting up Transfer on Death accounts
  • Trusted financial advisors to provide guidance to the survivor(s) and necessary actions to be taken in the event of the death of a loved one


Client Services & Communications

  • Quarterly, semi-annual or 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 Platinum Client Services Events, including client appreciation events (where you may bring  guests)
  • Access to your own state-of-the-art "Wealth Link"