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