Which of these items are not being addressed by your current financial advisors?

If you said yes to any of these items, click here for a free no obligation consultation

Asset “Watch Dog” Service

  • Review your assets to ensure that they fit your personalized tax and distribution goals
  • Facilitate the year-long monitoring of your investments through the appropriate asset managers
  • Quarterly, semi annual, or annual meetings to review and evaluate your asset strategy
  • Recommendations regarding positioning of assets within the appropriate tax and estate strategies

Insurance Planning

  • Insurance risk management assessment
  • Complete insurance audit making sure all insurance policies are up-to-date and meet your goals
  • Discussion of the tax advantages of using insurance in your financial portfolio
  • Affiliation with numerous insurance vendors offering you many options to meet your insurance needs: life, health, disability, long-term care

Tax Reduction Planning

  • Annual review of your tax situation, and planning to incorporate any new tax law changes
  • Suggestions for maximizing tax reduction strategies
  • We will consult with your tax preparer, if requested, at no additional charge to you from us
  • Recommendations of tax solutions including tax-advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation

Retirement income And Distribution Planning

  • Analysis of your income needs now and in the future, helping you stay on pace with future desires
  • Social security claiming strategies
  • Continual development and implementation of recommendations to fund your income needs,
  • and help maintain a comfortable standard of living
  • Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs

Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • We will consult with your attorney, if requested, at no additional charge to you from us
  • Assistance in creating and transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services and Communications

  • Quarterly newsletter to keep you apprised of the most current planning options
  • Quarterly, semi annual, or annual reviews as desired
  • Special reports on how to help reduce your taxes and other important topics
  • Special events, including client appreciation events, where you bring up to two guests

If you said yes to any of these items, click here for a free no obligation consultation

Complimentary Consultation

For a free, no obligation, complimentary consultation…

Contact Oaks Financial