Gold Medal Services
Investment “Watch Dog” 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
§ Recommendations regarding outside investments 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
§ Ongoing 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 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 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