Gold Medal Services
The New Standard in Personalized Wealth Management
Financial Statement Preparation
- Inventory and review of what you own, owe and value
- Preparation of five personal financial statements including annual updates
- Provide list of observations, ideas and suggestions relating to one's current concerns and often in other areas that may not have been on the original agenda
- Build Document Copies Portfolio three-ringed organizational binder
Investment Oversight Service
- Reviewing your investments and designing a personalized portfolio appropriate to your needs
- Year-long, continual monitoring of your investments
- Annual meeting to review your situation, evaluate your asset allocation and 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
Tax Reduction Planning
- 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
Retirement Income & Distribution Planning
- 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 Social Security claiming strategies
- Review the possibilities of converting to a Roth IRA
- Creation of cash flow management system including consolidated and streamlined financial accounts, short-term investments and automatic deposits and withdrawals of cash
Risk Management
- Insurance policy review
- Help clients understand:
- What type of insurance they should own
- How much insurance they need
- How to get the best bang for their premium buck
- Evaluate asset protection strategies
Family Wealth Planning
- 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
- Review of beneficiary designations and asset titling
Client Services & Communications
- Quarterly Newsletter to keep you apprised of the most current planning strategies
- Annual reviews
- Special reports on how to help reduce your taxes and other important topics
- Paperwork prepared for your signature