Financial Planning Services
While it may be enough to provide you with a comprehensive, integrated financial strategy and advice, we feel the need to go one step further in order to provide a truly personalized and professional experience.
Therefore, we have developed Premier Level Client Service that we are very proud of
We offer assistance with:
Annual Financial Review
- Personal Financial Plans, Estate Planning Strategies and Retirement Plans are reviewed and updated as needed
- Comprehensive review of financial needs, goals, objectives and dreams
- Review of risk tolerance
- Complete review of changes in personal, family, career, and business situations
- All account documents, client profiles, and data are reviewed and updated
- Alternative actions from attorneys, accountants, or other financial providers may be requested
Continuing Education
- Newsletter – Commentary regarding the current economic and investment environment is e-mailed monthly.
- Access to LPL Financial proprietary research
Performance Reviews
- Portfolio performance is monitored continually and compared to both a benchmark and the goals of your personal financial strategy, with face-to-face reviews on a quarterly basis
- Any changes or updates to your current situation are discussed
- Contact is made once a month in non-review months to simply touch base
Year End Tax Planning Strategies
- We strive to minimize your annual capital gains taxes—both within your portfolio and from other investments—by developing strategies that address your specific tax planning needs and goals.
- We coordinate this effort with you and your accountant to strive to have all of your investments work tandem
Referrals to our Strategic Partners
- Personal & Family Trust Attorneys
- Estate Planning Attorneys & Probate Services
- CPAs
- Personal Bankers
- Real Estate Agents
- …even Home & Auto Maintenance
For more information, please contact us at 803-386-0309.
