Broker Check

Gold Medal Services 

The New Standard in Personalized Wealth Management

Investment “Watch Dog” Service 

  • Review of your investments and designing a personalized portfolio appropriate to your needs
  • 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, re-allocate your portfolio as agreed upon by you
  • Quarterly Statements
  • Independent Advice
  • Commission-free transactions on most stocks, bonds or mutual funds traded in your account (certain transaction fees may apply)
  • Recommendations regarding positioning of funds within your employer- provided retirement plans such as 401(k)s
  • Quarterly “market watch” letter detailing our firm’s research, analysis and view of the current state of the investment markets

Tax Reduction Planning 

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Review of your tax situation and planning to incorporate any new tax law changes
  • Consultation with your tax preparer
  • Recommendations of tax plans including tax advantaged investments
  • Presentation of new tax laws that can affect your situation as we learn of them in our practice of keeping current on trends and issues. Tax advice and services are not offered through LPL Financial.

Retirement Income Distribution Planning 

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding a suitable distribution strategy for your investments, employer retirement plans and IRAs
  • Transition planning from saving to spending at retirement
  • 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
  • Consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Provide guidance for clients and family members with the appropriate and necessary steps in the event of the death or disability of a loved one

Client Services and Communications 

  • Quarterly Newsletter to keep you apprised of the most current planning options
  • Quarterly, semi-annual or annual reviews
  • Special reports on how to help reduce your taxes and other important topics
  • Special Gold Medal Service Events, including client appreciation events (where you may bring up to two guests)
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