WANT TO BUY OR SELL A PROPERTY?

555-555-5555
mymail@mailservice.com
How It Works
3 SIMPLE STEPS
1 - First, we TALK

After booking your appointment below, you'll receive an email to collect information regarding what you'd like to review at our meeting. I'll confirm the details of your appointment and forward you over any paperwork/forms that need to be filled out. Don't worry - you don't have to pay until all services have been concluded.
2 - Next, we PLAN

At our meeting, we'll talk about your goals, concerns, and all things financial - you'll have questions and you'll get answers. Based on your current financial position and goals, I'll construct an action plan to get you started and confident about your aspirations. 
3 - Then, we REVIEW

You'll leave the meeting feeling confident and equipped with everything you need to achieve your financial goals! If you want a follow-up session or would like to continue working with me on an on-going basis, let me know and there are options available to remain connected. 
MY SERVICES
My highest priority is your satisfaction and happiness, and I want to help you achieve that. You get to pick and choose what you want to talk about during our meeting, and based on this, you'll receive a fully customized Financial Action Plan. Below, you'll find some of the services I provide. Don't see what you want to talk about? Don't worry - contact me and we can discuss it beforehand to make sure you get everything you need!

As a client, you will receive our Gold Medal Services, 

which include the following Personalized Wealth Management Services:


Client Services:

  • Regularly scheduled meetings (quarterly, semi-annual or annual) to review & evaluate your investment performance, update your overall financial objectives and as necessary, reallocate your portfolio as agreed upon by you 
  • Newsletter to keep you apprised of the most current planning options, research, analysis and view of the current state of the investment markets


Investment Oversight Service:

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Continual monitoring of your investments
  • Independent advice
  • Quarterly statements and online access


Tax Reduction Planning:

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax strategies including tax advantaged investments


Retirement Income & Distribution Planning:

  • Maximizing Social Security benefits, including tax analysis as well as spousal, widow, and dependent benefits
  • Analysis of your income needs now and in the future to help maintain a comfortable standard of living 
  • Recommendations regarding the most appropriate distribution strategy from your investments and IRAs
  • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA


Employer Benefits, Home & College Planning:

  • Employer Benefit Plans review and recommendations, including pension and survivor benefit analysis 
  • Complimentary consultation with your real estate professionals on home purchases and mortgages
  • Development of College Funding plans and Student Loan repayment strategies


Asset Protection & Insurance Planning:

  • Strategies for minimizing Medicare premiums and obtaining tax credits for pre-Medicare Health insurance
  • Review of Long-Term care funding options - including cost analysis and benefit comparison 
  • Perform a Life Insurance policy evaluation and overall needs analysis


Family Wealth Planning:

  • Analysis of your current estate plan and concerns
  • Complimentary 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


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