Services We Provide
Investment "Watch Dog" Services:
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- 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 and evaluate your investments and update your financial objectives.
- Quarterly re-balancing of your portfolio to reduce volatility.
- 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.
- Exit strategy.
- Buy strategy.
- No transaction costs or commissions.
- 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 best distribution strategy for your retirement plans at work & your IRAs.
- Analysis of the beneficiaries of your IRAs.
- Review the possibilities of converting to a Roth IRA.
- Analysis of your current estate plan and concerns.
- Free consultation with attorney.
- 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.
- Annual client appreciation event.
- Monthly FREE client education events on topics like: Income tax planning, estate planning, social security planning, identity theft, and long term care.