Broker Check

Gold Medal Services

The New Standard In
Personalized Wealth Management

<strong>Investment Oversight Service</strong>

Investment Oversight Service

  • 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 overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you.
  • Quarterly Statements.
  • Independent Advice.
  • Recommendations regarding positioning of investments 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.
  • Quarterly 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 up-to-date on and presenting new tax laws that can affect your situation.

Retirement Income & Distribution

  • 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 the most appropriate distribution strategy for your employer retirement plans and IRAs.
  • 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.
  • 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 a loved one.

Client Services & 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 2 guests).

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