Broker Check

Comprehensive Wealth Management Services

COMPREHENSIVE WEALTH MANAGEMENT SERVICES


Investment Oversight Services

  • Provide independent advice
  • Review your investments and design a personalized portfolio appropriate to your needs
  • Provide continual monitoring of your investments
  • Be available for Quarterly, Semi-Annual, or Annual meetings to review and evaluate investment performance, update your overall financial objectives and, if necessary, reallocate your portfolio as agreed upon by you
  • Recommend positioning of funds within your retirement plans such as a 401(K)s


Tax Reduction Planning

  • Review your tax return to highlight opportunities for tax reduction strategies
  • Consult with your tax preparer if necessary
  • Stay up to date on new tax law changes that can affect your situation


Retirement Income & Distribution Planning

  • Analyze your income needs now, and in the future
  • Develop & implement recommendations to help you maintain a comfortable standard of living
  • Recommend the best distribution strategy for your Social Security benefits, employer retirement plans and IRAs
  • Determine the best strategy for structuring your IRA beneficiary designations


Risk Management Planning

  • Analyze your life, disability, long-term care and personal property and casualty insurance needs
  • Audit the design and cost of existing insurance policies
  • Review the life insurance ownership structure and beneficiary designations to coordinate with your Estate Plan
  • Provide business succession advice to include Buy/Sell funding, Key-Person coverage and executive benefit planning - as well as estate liquidity planning


Legacy Planning

  • Analyze your current estate plan and advise on the effects of estate tax changes
  • Consult with your estate planning attorney to coordinate planning concepts
  • Coordinate and oversee the transfer of assets to your Living Trust or other trusts
  • Assist with estate settlement issues


Client Communications 

  • Send newsletters to keep you apprised of the current state of the investment markets
  • Provide special reports on how to reduce your taxes and other important topics

SECURITIES AND ADVISORY SERVICES OFFERED THROUGH LPL FINANCIAL,  

A REGISTERED INVETMENT ADVISOR.  MEMBER FINRA/SIPC.