Products & Services
Individual & Households Service Menu
Accounts/Portfolios
- Account Establishment:
(Individual Retirement Account, Roth, Simplified Employee Pension Individual Retirement Account, Joint, Trusts, Transfer on Death, Beneficiary Individual Retirement Account, Charitable)
- Basic Investment Allocation
- Comprehensive Global Asset Allocation
- Investment Management Services
Planning
- Online Account Aggregation
- Basic Financial Plan
- Comprehensive Financial Plan
- Insurance Analysis
- Restricted Stock Unit/Stock Option Planning
- Income Distribution Analysis (examine income needs and spending trends)
- College Savings Planning
- Cost Basis Analysis
- Advice/Analysis on Assets held at another institution
- Concentrated Stock Position Strategies
Review/Monitor
- Offered Meetings Per Year
- Online Account Performance and Access
- Portfolio Rebalancing & Review
- Financial Plan Review
- Tax Harvesting
- Year End Tax Planning with your tax professional
Education/Communication
- Newsletter and Economic/Market Overview
- Retirement Monthly Newsletter
- Ad-hoc updates on relevant issues