Benefits of Our Family Firm
Personalized Service:
- Security licensed personnel
- Continuity of staff
- Familiarity with clients and their portfolios
- Real service from real people
Portfolio Management:
- Risk tolerance analysis
- Asset Allocation
- Analysis of all stocks, bonds and mutual funds
- Market trend analysis
- Comprehensive monitoring of all assets (including life insurance and annuities)
- Quality rebalancing
- Systematic withdrawal programs
- Analysis of bond holdings in relation to their tax implications
- Harvesting gains and losses
Trust Management:
- Estate tax elimination without affecting income
- Creditor protection
- Tax reporting
- Administering Trust provisions
- Documenting gifting procedures
