Gold Medal Services
Our goal is to support our clients in their efforts to effectively plan for all of the aims and risks in their lives. We are a full-service financial practice, which enables us to utilize many of the securities and insurance products on the market today to find the right fit for our client.
On an individual basis, we have access to Stock Brokerage Services, Mutual Fund Accounts, IRAs, Roth IRAs, Variable Annuities, both Corporate and Municipal Bonds and more.
Covering the risks in life is an integral part of planning. We help our clients, both employers and individuals.
For Employers, we facilitate retirement services such as 401(k) plans, 403(b) plans, Defined Benefit Plans, Third Party Administration, and Simple IRA Plans.
Additional services we provide include: 529 College Funding Plans, UGMA/UTMA Accounts, Charitable Gifting Strategies, Endowment Asset Management, and Estate Planning Essentials.
Our Gold Medal Services:
Investment Services*
- Reviewing your investments and designing a personalized portfolio appropriate to your needs
- Year-long, periodic monitoring of your investments
- Quarterly, semi-annual or annual meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
- Quarterly statements
- Financial Advice
- Economic Quarterly letter with research, analysis, and view of the current state of the investment markets
Tax Reduction Planning*
- Review of your tax return to examine opportunities for potential tax reduction strategies
- Semi-annual review of your tax situation and planning to incorporate any new changes in tax law
- Free consultation with your tax preparer
- Recommendations of tax solutions including tax advantaged investments
- Discussing new tax laws that can affect your situation
You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Retirement Income & Distribution Planning*
- Analysis of your income needs now and in the future
- 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
- Analysis of your IRA beneficiaries and how to establish an Inherited IRA, which may allow the IRA to continue long after you pass away
Family Wealth Planning*
- Analysis of your current estate plan and concerns
- Free consultation with your 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
Client Services & Communications*
- Timely Newsletters to keep you appraised of the most current planning options
- Quarterly, semi-annual or annual Reviews
- Special reports on how to potentially reduce your taxes and other important topics
*There are risks involved with investing, including possible loss of principal. Investments will fluctuate and may be worth more or less than when originally purchased.
