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Financial Planning Services

Investment Management

We review your investments, create strategies, and design a personalized portfolio appropriate to your needs and goals. 

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Retirement Planning

We provide recommendations regarding the most appropriate distribution strategy for your retirement assets to confidently fund your future income needs. This can include planning for pension options, Social Security decisions and healthcare/Medicare planning.

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Tax Planning

We perform a comprehensive review of your tax situation to highlight opportunities for implementing tax reduction strategies.

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Estate Planning

We analyze your current estate plan and concerns in concert with your attorney. We provide compassionate guidance to survivors, and help them make necessary decisions after the death of a loved one.

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Our Services

Investment Planning & Oversight Services

  • Review of your investments and design of a personalized portfolio appropriate to your needs
  • Year-long, ongoing 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
  • Ongoing 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"

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.     I     (480) 621-7900