Service Commitment

Reviewing 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 financial objectives and if necessary, reallocate your portfolio as agreed upon by you
Monthly or Quarterly Statements
Independent & Objective Advice
Fee-based Investment Management
Access to Institutional Investment Managers
Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k)'s

Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
Review of your tax situations and planning as necessary to incorporate any new tax law changes
Free consultations with your tax preparer
Recommendation of tax solutions including tax efficient investments
Staying up to date on and presenting new tax laws that can affect your situations

Analysis of your income needs now and in the future
Continual development and implementation of recommendations to fund your income needs and hep maintain a comfortable standard of living
Recommendations regarding the best distribution strategy for your employer retirement plans and IRA's
Analysis of the beneficiaries of Your IRAs and how to establish an Inherited IRA to continue your IRA for up to 70 years after you pass away

Analysis of your current Estate Plan and concerns
Free 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

Quarterly "market watch" letter detailing research, analysis and view of the current state of the investment markets
Special reports on how to reduce your taxes and other important topics
Client appreciation events