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