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Educators
Individuals and Families
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Retirement Planning Specialists
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AssetMark Trust
Contact
Home
What We Do
Our Process
Our Relationships
Our Blueprint
Our Services
Who We Serve
Educators
Individuals and Families
Businesses and Business Owners
Who We Are
Our History
Our Team
Retirement Planning Specialists
Account Access
FourFront Money Map
Equitable Advisors Accounts
AssetMark Trust
Contact
Our Wealth Management Services
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Our Wealth Management Services
Exceptional Client Service and Communication
Frequent communication to establish your financial goals and chart a timeline for accomplishments
Financial document organizing using a customized, online organizer for all financial documents
Personal custom family website with electronic document storage
Invitation to regular investment seminars and Webinars
Wealth Management
Private Client Wealth Manager to address your investment needs
Quarterly market recaps and performance review with Private Client Wealth Manager
Design and maintenance of a personalized portfolio appropriate to your needs
Access to Institutional Money Managers
Review of allocations and positioning of outside assets such as funds in retirement plans
Ongoing due diligence of investments to help ensure they continue to meet your objectives
Tax Planning
Recommendations of tax strategies including tax advantaged investments
Free consultation with your tax preparer
Retirement Planning
Analysis of your current and future income needs to drive investment decision making
Continual implementation of recommendations to help maintain a comfortable standard of living
Recommendations for your best distribution strategy from your employer retirement plans and IRAs
Recommendations regarding appropriate strategy for Social Security payment options
Estate Planning Strategies
Analysis of your current estate plan and concerns
Free consultation with your estate planning attorney
Assistance in transferring assets to your living trust
Organize meetings with your family to review your financial and estate situations
Guidance with the appropriate and necessary steps in the event of the death of a loved one
Specialty Planning
Complete risk and insurance evaluation for comprehensive review of existing insurance coverage
Philanthropic strategies through review and assessment of family goals and charitable values
Executive Compensation review of stock options, grants, restricted units, deferred compensation and concentrated equity positions to determine tax and cash flow implications