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