Investment Management (Fiduciary)
Reviewing your investments and designing a personalized portfolio appropriate to your needs
Monitoring of your investments
Meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio
Quarterly Statements
Independent advice
Recommendations regarding allocations within your employer-provided retirement plans such as 457s, 401(k)s, TSP
Aggregation of all your accounts to simplify and reduce paperwork 
Independent third-party evaluation of your risk tolerance

Tax Reduction Planning
Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies
Review of your tax situation and planning to incorporate any new tax law changes
Recommendations of tax strategies, including tax advantaged investments
Cost basis calculation

Retirement Income & Distribution Planning
Analysis of your income needs now and in the future
Analysis of potential estate tax liabilities
Continual development and implementation of recommendations to fund your income needs
Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
Analysis of the beneficiary structure of your retirement plans
Review the possibilities of converting to a Roth IRA 

Family Wealth Planning
Analysis of your current estate plan and concerns
Assistance in transferring assets to your Living Trust or other trusts
Guiding 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
Analysis of your insurance needs and concerns

Client Services & Communications
Newsletter to keep you apprised of the most current planning options
Client Reviews
Secure online access to your accounts
Adviceworks website to consolidate investments, bank accounts, credit cards, and 401(k) plans
Special reports on how to help reduce your taxes and other important topics
Client Education