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Your Current Firm	Money Matters	Investment "Watch Dog" Services:
		Reviewing your investments and designing a personalized portfolio!
		More than 100 years of combined experience continually monitoring your investments.
		Frequently schedule in person meetings to: review, evaluate your investment performance, update your financial objectives.
		Quarterly rebalancing of your portfolio to reduce volatility.
		Independent Advice (fee based not commissioned).
		Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s
		Consolidation of all your accounts to simplify and reduce paperwork.
		Exit strategy.
		Buy strategy.
		No transaction costs or commissions.
Your Current Firm	Money Matters	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 recommendation to fund your income needs and help maintain a comfortable standard of living.
		Recommendations regarding the best distribution strategy for your employer retirement plans & IRAs.
		Analysis of the beneficiaries of your IRAs.
		Review the possibilities of converting to a Roth IRA.
Your Current Firm	Money Matters	Family Wealth Planning:
		Analysis of your current estate plan and concerns.
		Free consultation with attorney.
		Assistance in transferring assets to your Living Trust of 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.
Your Current Firm	Money Matters	Special Client Events:
		Annual client appreciation event.
		FREE client education events on topics like: Income tax planning, estate planning, social security planning, identity theft, and long term care.
If you score less than 100%, sign up today for a Money Matters Seminar!