If you said yes to any of these items, click here for a free no obligation consultation

Asset “Watch Dog” Service

• Review your assets to ensure that they fit your personalized tax and distribution goals
• Quarterly, semi annual, or annual meetings to review and evaluate your asset strategy
• Recommendations regarding positioning of assets within the appropriate tax and estate strategies

Insurance Planning

• Insurance risk management assessment
• Complete insurance audit making sure all insurance policies are up-to-date and meet your goals
• Discussion of the tax advantages of using insurance in your financial portfolio
• Affiliation with numerous insurance vendors offering you many options to meet your insurance needs: life, health, disability, long-term care

Tax Reduction Planning

• Annual review of your tax situation, and planning to incorporate any new tax law changes
• Suggestions for maximizing tax reduction strategies
• We will consult with your tax preparer, if requested, at no additional charge to you from us
• 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 And Distribution Planning

• Analysis of your income needs now and in the future, helping you stay on pace with future desires
• Social security claiming strategies
• 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 employer retirement plans and IRAs

Family Wealth Planning

• Analysis of your current estate plan and concerns
• We will consult with your attorney, if requested, at no additional charge to you from us
• Assistance in creating and 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

Client Services and Communications

• Quarterly newsletter to keep you apprised of the most current planning options
• Quarterly, semi annual, or annual reviews as desired
• Special reports on how to help reduce your taxes and other important topics
• Special events, including client appreciation events, where you bring up to two guests

If you said yes to any of these items, click here for a free no obligation consultation