Services
Complete Financial Management
Here are some of the things we do for our clients. If there is anything we can do for you, just let us know!
Your Online Access:
- secure online document delivery and storage
- your total current financial picture in one location
- your important financial documents organized and accessible
Account setup:
- prepare all paperwork - all you need to do is sign
- help you decide on account features, such as checkwriting, direct deposits, bank account and wire transfers, etc.
- link bank accounts to your investment account
- beneficiary designations
- track cost basis for securities purchased prior to management
Upon your request:
- charitable donations
- electronic funds transfers (EFTs)
- wire transfers
- check disbursements
- address changes
Retirement accounts:
- Calculate contributions
- Calculate required distributions
- Rollovers
- Roth conversions
Reminders:
- income tax payments
- tuition payments
- property tax payments
- insurance renewals
- check your payroll withholding
Annual review:
- update your financial plan
- insurance coverage
- estate plan and gifting
- budget
- employment benefits
- payroll withholding
Taxes:
- prepare year-end reports for annual tax planning
- quarterly tax payment calculations and reminders
- offset capital gains
Record keeping (secure electronic copies, both on-site and off-site):
- tax documents
- account statements
- trade confirmations
- account changes
Special services, upon request:
- personal bookkeeping
- small business consulting and taxes
- negotiate major purchases on your behalf
- provide financial statements for your loan applications
