Our Services

Our Services

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 or semi-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 Statement
  • Independent Advice
  • Recommendations regarding positioning of funds 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 for maximizing tax reduction strategies
  • Quarterly or semi-annual review of your tax situation and planning to incorporate any new tax law changes
  • Free 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 and help maintain a comfortable 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

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
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services & Communications

  • Quarterly Newsletter to keep you apprised of the most current planning options
  • Quarterly or Semi-Annual Reviews
  • Special reports on how to reduce your taxes and other important topics
  • Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)

 

Chuck Schlapp is a Certified Financial Planner™ with Superior Financial Management. He is a registered investment advisor affiliated with and also 

offers securities as a Registered Representative of North Ridge Securities Corp., 1895 Walt Whitman Road, Melville, NY. 11747.

Tel.: (631) 420-4242– Member of FINRA/SIPC

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