Gold Medal Services

  • Investment Oversight Service
    • Reviewing your investments and designing a personalized portfolio appropriate to your needs
    • Continual monitoring of your investments
    • Frequent meeting to: review, evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio
    • Quarterly Financial Statements
    • Independent Advice
    • Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s
    • Aggregation of all of your accounts to simplify and reduce paperwork
  • Tax Reduction Planning
    • Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies
    • Quarterly review of your tax situation and planning to incorporate any new tax law changes
    • Complimentary personal tax return preparation assistance or consultation with your tax preparer
    • Recommendations of tax advantaged investments
    • Staying up-to-date on and presenting new tax laws that can affect your situation
  • Retirement Income and Distribution Planning
    • Analysis of your income needs now and in the future
    • Analysis of potential estate tax liabilities
    • Continual development and implimentation 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 & IRA
    • Analysis of the beneficiaries of your IRAs
    • Review the possibilities of converting to a Roth IRA
  • Family Wealth Planning
    • Analysis of your current estate plan and concerns
    • 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
    • Review of beneficiary designations and asset titling
    • Review of your long-term care needs
  • Client Services and Communication
    • 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 education and appreciation events)

 

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.​