CLIENT CONCIERGE SERVICES OVERVIEW
Through our clients-discovery session, paired with our proven research process, and wealth management, and planning services for your needs, we can handle everything, including:
INVESTMENT SERVICES
- Establishment of investment objectives for every client
- Coordination with other professional advisors as requested, including CPA/accountants, legal counsel and insurance agents
- Individual meetings for evaluation of investment performance, updating overall financial objectives and, as appropriate, adjustment of portfolio
- Rebalance of investment portfolios
- Quarterly investment statements, including account performance compared to applicable benchmarks
LEARN MORE ABOUT OUR INVESTMENT SERVICES
CLIENT SERVICES & COMMUNICATION
- Views of the current state of the investment markets, economic developments, tax law changes, financial market activities and personal finance items of interest
- Personal reviews on a periodic basis
- Seminars on education, tax planning, estate planning, social security and other timely financial planning topics
- Prompt response time to emails, phone calls and other requests
- Client education through ongoing conversations, emails and white papers
- Assistance and direction on debt management and important life events, such as births, deaths, graduations, marriage, divorce and declining health
LEARN MORE ABOUT OUR CLIENT SERVICES AND COMMUNICATION
RETIREMENT INCOME & DISTRIBUTION PLANNING
- Analysis of current and future income needs and distribution requirements
- Tax planning and management of retirement assets
- Review and guidance on employer-provided retirement plans
- Establishment of a holistic distribution strategy for retirement
- Ongoing review of IRA beneficiaries in relation to the overall estate plan
- Guidance and oversight of inherited IRAs
LEARN MORE ABOUT RETIREMENT INCOME AND DISTRIBUTION PLANNING
FAMILY WEALTH PLANNING
- Estate planning
- Consultation with CPA and attorney
- Assistance with asset allocation and funding the estate planning entities
- Guidance regarding appropriate steps in the event of the death
- Educational services for other family members, children and grandchildren
- Educational and expense planning
- Insurance planning
LEARN MORE ABOUT OUR FAMILY WEALTH PLANNING SERVICES
TAX PLANNING
- Annual review of tax returns
- Notification of new tax laws and tax rates
- Open and continuous dialogue with tax professionals
- Tax-efficient portfolio
- Construction of family gifting strategies
LEARN MORE ABOUT OUR TAX PLANNING SERVICES
The information presented in any video or blog is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance. CapWealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.
The product, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information. For other CapWealth Advisors’ disclosures, click here.