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Gold Medal Services

"The New Standard in Personalized Wealth Management"

Investment "Watch Dog" Service

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Year-long, continual monitoring of your investments
  • Quarterly 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 Consolidated Statements
  • Independent Advice
  • Commission-free transactions on most stocks, bonds or mutual funds traded in your account
  • Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k)s
  • Manager Select access to institutional money managers for separately managed custom portfolios.

Tax Reduction Planning

  • Free consultation with your tax preparer
  • Recommendations of tax stategies including tax advantaged investments
  • Staying up-to-date on and presenting new tax laws that can effect your situation

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to help with your income needs and help maintain your standard of living
  • Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA to continue your IRA for up to 70 years or longer 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
  • Inheritance Planning
  • Long-Term Care planning
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services & Communications

  • Newsletter to keep you apprised of the most current planning options
  • Quarterly Reviews
  • Special reports on how to reduce your taxes and other important topics
  • Special Gold Medal Service Events, including client appreciation events
  • Personalized computer training for viewing your accounts on-line