Which of these items are not being addressed by your current financial advisors?
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
Complimentary Consultation
For a free, no obligation, complimentary consultation…