Gold Medal Services
What Makes Us Different
"The New Standard in Personalized Wealth Management"
Investment "Watch Dog" Service
- Reviewing your investments and designing a personalized portfolio appropriate and suitable to your individual needs
- Year-long, continual monitoring of your investments
- Quarterly, semi-annual, or annual review meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon
- Quarterly Statements
- Provide you with independent advice
- Commission-free transactions on various investments traded in your professionally managed account
- Recommendations regarding positioning of investments within your employer sponsored retirement plan such as 401(k) or SIMPLE IRA
- "Market-watch" letter detailing our firm's research, analysis and view of the current state of the investment markets
Tax Reduction Strategies
- 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 professional
- 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 best distribution strategy for your employer retirement plan and IRAs
- Analysis of the beneficiaries on your IRAs and how to establish an Inherited IRA
Family Wealth Planning
- Analysis of your current estate plan, advanced directives, and elder care issues and concerns including long-term care
- Complimentary consultation with your attorney
- Analysis of account registrations and beneficiary designations on your investment accounts and insurance
- Assistance in transferring assets into your Trust
- Provide guidance and assistance in transferring assets upon death on to your heirs
- Multi-generational family meetings for legacy planning
Client Services & Communication
- A Quarterly Newsletter keeping you up-to-date on financial news, topics of interest, and economic issues
- Quarterly, semi-annual, or annual reviews
- Special reports on financial issues such as how to reduce taxes, investments, and estate planning
- Educational Workshop Meetings helping you become better informed (where you may bring up to 2 guests to join you)
- Special "Gold Medal" Service and Client Appreciation Events
Osaic Wealth, Inc. does not offer tax or legal advice.