Retirement Planning
- Evaluate pension plan structures, IRAs, Roth IRAs, or qualified plans
- Analyze distribution options for pensions
- Calculate IRS required minimum distributions (RMDs), provide education on the regulations
Investment Management
- Consolidate investment paperwork
- Provide 401(k), 403 (b), or 457 investment advice
- Evaluate investment alternatives
- Explain investment ideas in an easy-to-understand manner
- Provide quarterly asset allocation review
- Conduct semi-annual review of investment statements
- Review investment strategy to maintain an individualized, high quality portfolio
Economic Analysis
- Provide economic and stock market updates and explain what it means to you
- Help evaluate the economic news to determine what you should and should not be concerned about
Education
- Provide investment information with a comprehensive approach
- Keep you updated with products, service, strategy changes, and improvements
- Conduct semi-annual financial review meetings, other contact as needed
Estate Planning
- Advise on the implementation and proper use of estate planning tools: wills, trusts, power of attorney
- Provide education and guidance on charitable giving alternatives
- Review ownership and beneficiary designations on all accounts
Family Office Services
- Introductions to local and global commercial banks
- Assistance to helping children and grandchildren obtain internships and permanent employment
- Introduction to expert tax, accounting and estate planning firms
- Assistance with lifestyle services (golf, sporting events etc.)
- Risk Management (i.e. funding long-term care, considering the establishment of a IRC Section 831(b) captive insurance company)
- Introductions to adult home care and nursing home contacts
Insurance Review
- Evaluate current life, disability, long-term care, health, umbrella, property and auto coverage
- Seek opportunities for improvement or cost savings
Goal Related
- Annual planning evaluations, tracking of goals
- Pro-active follow-up on action items
- Develop, establish, and track individual and family goals
Miscellaneous
- Analyze the effects of inflation on your goals
- Provide referrals to CPAs, attorneys, mortgage brokers, etc.
- Provide notary services