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Gold Medal Services

Compare our list of Gold Medal Services
to the services you receive today.


Investment “Watch Dog” Service


  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Continual monitoring of your investments
  • Frequent meetings to: review, evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio
  • Quarterly Statements
  • Independent Advice
  • Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s
  • Aggregation of all your accounts to simplify and reduce paperwork

Tax Reduction Planning


  • Recommendations of tax solutions including tax advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation

Retirement Income & Distribution Planning


  • Analysis of your income needs now and in the future
  • Analysis of potential estate tax liabilities
  • 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 & IRAs
  • Analysis of the beneficiaries of your IRAs
  • Review the possibilities of converting to a Roth IRA

Family Wealth Planning


  • Analysis of your current estate plan and concerns
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
  • Review of beneficiary designations and asset titling
  • Review of your long-term care needs.

Client Services & Communications


  • Quarterly Newsletter to keep you apprised of the most current planning options
  • Quarterly, semi-annual or annual reviews
  • Special reports on how to help reduce your taxes and other important topics
  • Special Gold Medal Service Events (including client education and appreciation events)