Gold Medal Services
Retirement Planning
Years of experience have prepared us to guide you through your life transitions.
Investments
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Estate
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Benefits Review
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Retirement 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
Investments
- 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 funds within your employer provided retirement plans such as 401(k), 403(b)
- Quarterly newsletter detailing our ï¬rm’s research analysis and view of the current state of the investment markets
Insurance
- Analysis of your current Estate plan and Insurance needs
- 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
Tax
- 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
- Staying up-to-date on and presenting new tax laws that can affect your situation
Estate
- 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