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