COMMITMENT

Determine that the thing can and shall be done, and then we shall find the way.    –Abraham Lincoln

We have developed Concierge-Level Client Service that we believe to be

without equal in our industry.

AVAILABILITY

 

Same-day call back 
 

QUARTERLY PERFORMANCE REVIEW

 

We strive to have a quarterly performance review with all of our clients. Preferably in person, but it can also be completed via telephone or teleconference. We review the portfolio performance, return and risk expectation and compare that to the indices and benchmark.

Once a year we conduct a comprehensive financial planning review which includes reviewing the clients financial situation, goals, expectations, preferences as well as market and economical trends and fluctuations. 

 

ANNUAL COMPREHENSIVE FINANCIAL REVIEW

 

Financial and Estate Plans are reviewed and financial plans are updated as needed
All plan documents, profiles, and data are reviewed and updated annually
Alternative actions from attorneys, accountants, or other financial providers may be illustrated in your plan

 

ANNUAL 'ACCOUNTANT READY' TAX PACKAGES

 

Investment advisory products implemented through our Wealth Management platform have 1099s which are prepared and compiled with a summary and details of any gains or losses taken during the year
Help reduce your– and your accountant’s– annual tax preparation workload

 

YEAR END CAPITAL GAINS TAX ADJUSTMENTS

 

We help you minimize your annual capital gains taxes—both within your portfolio and from other investments—by helping you reposition investments to realize necessary losses (if any) at the end of each year to offset any realized gains

 

REFERRALS TO OUR NETWORK OF PROFESSIONALS 

 

Estate Planning Attorney
CPAs
TPAs

Insurance advisers
Alternative Investment Advisers
Employee Benefits Consultant 
Credit & Lending Analysts
Legal Counsel
Exit Strategist For Closely Held Business