We deliver comprehensive financial services. We begin this process by listening to you and discussing your lifestyle, goals, and dreams. Through a consultative process we learn the details of your financial picture so we can construct and deliver a customized plan. An experienced team of professionals fully evaluate your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning. We meet with you on a regular basis to discuss and update your financial health. We pride ourselves in our superior client services and regular client communications.
A strong menu of Gold Medal Services which include a comprehensive review of your tax reduction strategies, estate plans, investment plans, retirement plans, and, protection plans Regularly scheduled meetings to update and discuss your specific plans Strong and consistent calendar of high quality newsletters, other reports Educational and Appreciation events - Personal service that features our best and most current ideas, suggestions, and solutions
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OUR WEALTH MANAGEMENT SERVICES
Retirement Income & Distribution Planning
- Analysis of your income needs now and in the future
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- Continual development and implementation of recommendations to fund your income and growth needs and help maintain a comfortable standard of living
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- Recommendations regarding distribution of your employer retirement plans and IRAs
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- Analysis of the beneficiaries in your retirement plans (i.e; 401k, IRA's, etc)
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Family Wealth Planning
- Analysis of your current estate plan and concerns
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- Consultations with your attorney
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- Guidance with the appropriate and necessary steps in the event of the death of a loved one
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- Independent analysis of life insurance and long-term care insurance
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- Professional 3rd Party Alliances with Tax and Legal Professionals for Tax and Estate Planning, Wills, and Trusts.
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- Higher education planning for your children and grandchildren
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