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)