Our LifeReach™ Planning Services


Investment Service

  • Review your current investments and design a personalized portfolio appropriate to your needs
  • Monitor your investments through our firm on an ongoing basis
  • Regular meetings to: review your investment performance, update your financial
  • objectives and, if necessary, reallocate your portfolio
  • Monthly statements of your accounts are available
  • Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s
  • Regular updates of your net worth statement

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies
  • Review of your tax situation and planning to incorporate tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax solutions including tax-advantaged investments
  • Update you on new tax laws that can affect your situation

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to fund your income needs and help
  • maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement
  • plans and IRAs
  • Review the benefits and costs of converting to a Roth IRA

Wealth Preservation Planning

  • Review of your current estate plan and concerns
  • Complimentary consultation with your attorney
  • Assistance in implementing your estate plan through titling and beneficiary designations
  • Provide guidance with the appropriate and necessary steps in the event of the death of a loved one
  • Review of your long-term care needs

Client Services & Communication

  • Newsletters to keep you apprised of the most current planning topics
  • Quarterly, semi-annual or annual reviews
  • Special reports on how to help reduce your taxes and other important topics

Financial Decision Analysis and Strategy

  • Assist with analyzing employment change, benefits selection, retirement decisions, etc.
  • Guidance regarding spending decisions, debt management and cash management