Our comprehensive wealth management approach includes ongoing portfolio monitoring designed to help maximize after-tax returns while staying aligned with your unique financial goals.

We take a holistic approach to implementing your financial plan, thoughtfully coordinating each element around your specific circumstances. Throughout a year, this process may include, but is not limited to, the following services:
 

January to March
  • Tax Efficient Distribution Strategy Review
  • Annual Financial Plan Review
  • Review Required Minimum Distributions
  • Confirm Tax Withholding Elections
  • Confirm Cash Needs for Upcoming Year
April to June
  • Review IRA/Roth IRA Contributions
  • Review 401(k) for Rebalancing
  • Investment Portfolio Review
  • Insurance Review
  • Estate Planning Review
  • Gifting Strategies for Estate Planning
  • Tax Return Analysis
 
July to September
  • Tax Return Collection
  • Beneficiary Review
  • Review Client Cash Flow Projections Update
  • Outside Assets (Real Estate, External Accounts)
  • Discuss Roth Conversion Opportunities
August to December
  • Tax Report Review and Tax Projections
  • Tax Minimization Income Planning
  • Review Distributions for Upcoming Year
  • Charitable Giving Opportunities
  • Review Client Goals for Upcoming Year