Gold Medal Services

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
Independent Advice
Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s
Quarterly economic report detailing updated analysis and a current view of the investment markets

Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
Annual 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 current on and presenting new tax laws that can affect your situation

Analysis of your current and future income needs
Continual development and implementation of recommendations to fund your income needs to optimize your lifestyle
Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
Analysis of the beneficiaries of your IRAs

Analysis of your current estate plan
Review of strategies to efficiently transfer wealth to your loved ones
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

Quarterly Newsletter to keep you apprised of the most current planning strategies
Quarterly, semi-annual or annual reviews
Special reports on how to help reduce your taxes and other important topics

Office