Gold Medal Services - “THE NEW STANDARD IN PERSONALIZED FINANCIAL PLANNING
Investment “Watch Dog” Service
  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Year-long, continual 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
  • Independent Advice
  • Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s
  • Quarterly “market watch” letter detailing our firm’s research, analysis and view of the current state of the investment markets

Tax Reduction Planning
  • Comprehensive review of your tax return to highlight opportunities to help maximize 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 solutions including tax advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your 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
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA
  • Complimentary annual retirement income estimation

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
  • Addressing educational expenses of children and grandchildren
  • Regular beneficiary audits

Client Services & Communications
  • Quarterly Newsletter to keep you apprised of the most current planning options
  • Quarterly, semi-annual or annual reviews
  • Special reports on how to help reduce your taxes and other important topics
  • Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)

Download a PDF of our Gold Medal Services