Services
We take pride in the service we provide our clients. Our personal touch can be found at every corner, from promptly returning phone calls, to recognizing our clients voice on the phone, to a carefully crafted financial plan. We take the time to answer any and all of our clients questions and to assist them with all of their financial planning, management and investment needs.
Managing Client's Financial Affairs
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Work closely with client's professional attorneys and accountants to determine what is financially advantageous to the client
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Communicate with prior brokerage firms ensuring smooth transition of accounts along with the reconciliation of all funds
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Investigate missing cost information by researching initial purchase date and subsequently averaging the holding's high and low for that date
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Identify accounts' date of death valuations upon owner's death for estate and inheritance purposes
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Monitor yearly Required Minimum Distributions for clients
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Track down company merges and acquisitions for client's old stock certificate values
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Research transfer agents and assist client with stock certificate changes
Effectively Managing Client Accounts
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Disbursement of funds via check, transfer to a third party or federal fund wire
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Recurring bill pay from brokerage account for client's simplification
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Provide monthly newsletter to all clients related to the current months economic status
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Solve client's inquiries ranging from purchasing or selling securities to on-line viewing
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Ensure unfamiliar debit card purchases are confirmed with the client to avoid fraudulent transactions
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Assist in reconciliation of outside checking accounts when the client reaches out for help
Investment Management
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Stocks, Bonds, ETFs, Mutual funds, cash management
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Risk Tolerance, Investment Policy, Taxable vs Tax Free
Risk Management and Insurance
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Life insurance, annuities
Retirement Planning
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IRAs, 401(k)s, Simple-IRAs, Social Security review, Retirement Income analysis
Trust and Estate Consultation
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Living Trusts, Asset Titling, gifting, Charitable gifting and trusts, Durable Power of Attorney, wills, Health Care POA
Financial Planning
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Setting goals and gathering information, Analyze and Strategize, Review Recommendations, Put plan into motion, Monitor and Review
Long Term Care Insurance
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Hybrid or traditional Long Term Care Insurance
College Savings Strategies
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College savings plans, UTMAs, UGMAs, Financial Aid, Student Loans
