WORKING TO HELP YOU PURSUE YOUR FINANCIAL GOALS

Whether you’re accumulating, spending, or passing your wealth along, we have services to meet your needs.

 

INDIVIDUALS

Working — We’ll analyze your workplace benefits and help you navigate 401(k) plans, pensions, stock options, and additional programs. And we’ll coordinate these benefits with your individual savings to help meet your retirement needs.

Retirement — We’ll put together a plan that produces income to help you fund your lifestyle.

FAMILIES

We’ll help you structure your investments to ease transfer to your loved ones and charities, utilizing tax efficient strategies.




BUSINESS OWNERS

We’ll set up corporate retirement plans that offer tax advantages—including 401(k) plans, profit-sharing plans, and pension plans.




SERVICE LEVELS

  • SILVER

    ASSETS UNDER MANAGEMENT
    $500K - $1 Million

  • Up to 2 Reviews per year
  • Investment Analysis
  • IRA/ROTH Tax Strategies
  • Account Consolidation
  • Monthly Consolidated Reports
  • Custom Retirement Planning
  • Annual Net Worth Update
  • Annual Cash Flow Projection Update
  • Beneficiary Review
  • Shredding Service

    *Provided by Iron Mountain

  • GOLD

    ASSETS UNDER MANAGEMENT
    $1 Million - $3 Million

  • Up to 3 Reviews per year
  • Investment Analysis
  • IRA/ROTH Tax Strategies
  • Account Consolidation
  • Monthly Consolidated Reports
  • Custom Retirement Planning
  • Annual Net Worth Update
  • Annual Cash Flow Projection Update
  • Beneficiary Review
  • Brokerage Annual Maintenance Fees Waived
  • Annual Meeting with CPA
  • Annual Meeting with Attorney
  • Access to 1031 Programs
  • E-Money Set Up and Assistance
  • Shredding Service

    *Provided by Iron Mountain

  • PLATINUM

    ASSETS UNDER MANAGEMENT
    $3 Million +

  • Up to 4 Reviews per year
  • Investment Analysis
  • IRA/ROTH Tax Strategies
  • Account Consolidation
  • Monthly Consolidated Reports
  • Custom Retirement Planning
  • Semi-Annual Net Worth Update
  • Semi-Annual Cash Flow Projection Update
  • Beneficiary Review
  • Brokerage Annual Maintenance Fees Waived
  • Annual Meeting with CPA
  • Annual Meeting with Attorney
  • Charitable and Legacy Planning
  • Access to 1031 Programs
  • E-Money Set Up and Assistance
  • Shredding Service

    *Provided by Iron Mountain

WHAT TO BRING TO INITIAL MEETING?

Individuals / Families

1. Recent statements for all financial accounts:

  • Checking & Savings Accounts
  • CD´s
  • Brokerage Accounts
  • Mutual Funds
  • Tax-Deferred Annuities
  • IRAs and other Retirement/Pension Accounts
  • Trust or Managed Accounts
  • Limited Partnerships, REITs
  • Information on Real Estate Holdings:
    * Current Value
    * Type of Mortgage, Interest Rate, Remaining Balance

2. Insurance Policies, including:

  • Life Insurance
  • Disability
  • Long-Term Care

3. A copy of your latest Tax Return

4. A copy of your most recent Social Security Statement

Business Owners

1. Census of Employees (start date, income, age)

2. Corporation information:

  • Corporate Tax Return
  • Type of Organization: S-Corp, C-Corp, LLC, etc.
  • Ownership Structure: list of owners and percentage ownership of each owner
  • Plan Contact
  • Payroll Vendor
  • Payroll Contact
  • Payroll Frequency
  • Employees at Each Location _____Full Time_____Part-Time