Gold Medal Services

INVESTMENT OVERSIGHT SERVICE

Reviewing your investments and designing a personalized portfolio appropriate to your needs
Year-long, continual monitoring of your investments
Quarterly, semi-annual or annual meetings to: review and evaluate your investment performance, update your overall ﬁnancial objectives and if necessary, reallocate your portfolio as agreed upon by you
Quarterly Statements
Independent Advice
Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k), 403(b)
Quarterly newsletter detailing our ï¬rmâ€™s research analysis and view of the current state of the investment markets

TAX REDUCTION PLANNING

Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
Quarterly review of your tax situation and planning to incorporate any new tax law changes
Complimentary consultation with your tax preparer
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 most appropriate distribution strategy for your employer retirement plans and IRAs
Analysis of the beneﬁciaries of your IRAs and how to establish an Inherited IRA

FAMILY WEALTH PLANNING

Analysis of your current Estate plan and Insurance needs
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

CLIENT SERVICES & COMMUNICATIONS