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Premier Client Services

Investment Oversight Services

  • Reviewing your investments and designing a personalized portfolio appropriate to your need
  • 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
  • Commission-free transactions on most stocks, bonds, or mutual funds invested in your account (certain transaction fees may apply)
  • Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k), 401(a), 403(b), 457(b), TSP, etc.
  • Quarterly "market watch" 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 retirement income needs
  • Continual development and implementation of recommendations to fund your income needs to optimize your lifestyle and maintain a financially independent standard of living
  • Recommendations regarding the most appropriate distribution strategy from your retirement accounts to meet your retirement income needs
  • Review the possibilities of converting to a Roth IRA
  • Assist with Qualified Charitable Distribution planning and Donor Advised Funds
  • 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
  • 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 aloved one
  • Review of Beneficiary Designations and Asset Titling

Client Services & Communications

  • Periodic 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

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