Services
Concierge-Level Services
While it may be enough to provide you with a comprehensive integrated financial plan, we feel the need to go one step further to provide a truly unique experience to our valued clients. Therefore, we have developed concierge-level member services that we believe to be without equal quality in our industry. Our services include:
Annual Comprehensive Financial Review
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Plan documents, profiles, and data are reviewed and updated annually
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Alternative actions from attorneys, accountants, or other financial providers may be illustrated in your plan
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Financial and Estate Plans are reviewed and updated as needed
Quarterly Performance Review
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Manager and portfolio performance reviews
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Changes or updates to your current situation are discussed in person
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Overall investment performance is measured annually and compared to both standard indices and the goals of your financial plan
Referrals to Our Expert Network
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Personal and Family Trust Advisors
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Our Pro Group Experts
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Credit and Lending Analysts
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Estate Planning Attorneys and Legal Counsel CPAs
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Exit Strategists for Closely Held Business
Annual “Account-Ready” Tax Packages
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Investment products implemented through our
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Wealth Management Services have 1099s, which are prepared and compiled with a summary and details of any gains or losses taken during the year
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Financial and Estate Plans are reviewed and updated as needed for tax implications
Year End Capital Gains Tax Adjustments
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Help you minimize your annual capital gains tax within your portfolio and other investments, by helping you reposition your investments to realize necessary losses, if any, at the end of each year to offset any realized gains
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Coordinate this effort with you and your accountant to ensure your investments are working in tandem
Access to Financial Education Workshops
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Team of advisors who teach Corporate Education courses to small and Mid-Size companies, local non-profits, and places of worship
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Professionally trained advisors in communication and presentation
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Quarterly Seminars held at the Family Legacy Office