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

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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

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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

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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

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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

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