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Gold Medal Services

Investment “Watch Dog” Service

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Continual monitoring of your investments
  • Quarterly/Semi-Annual/Annual meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio
  • Quarterly Statements
  • Independent Advice
  • Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s
  • Quarterly ‘market watch’ letter detailing our firm’s research, analysis and view of the current state of the investment markets
  • Aggregation of all your accounts to simplify and reduce paperwork

Retirement Income & Distribution Planning

  • Analysis of your income needs (now and in the future) and potential estate tax liabilities
  • 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
  • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA
  • Review the possibilities of converting to a Roth IRA

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies
  • On Going review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax solutions including tax advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation

Client Services & Communications

  • Quarterly/Semi-Annual/Annual Reviews
  • Quarterly Newsletter to keep you apprised of the most current planning options
  • Special reports on how to help reduce your taxes and other important topics
  • Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)

Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • Complimentary consultation with your attorney
  • Assistance in 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
  • Review of beneficiary designations and asset titling
  • Review of your long-term care needs


We believe what we do for our clients has value, and they pay us for this value. Our clients pay us fees based on the size of their assets and, generally speaking, these fees are deducted automatically from their accounts on a quarterly basis. Occasionally we will recommend a product that pays us a commission. If you are interested, we will tell you what the compensation is and will always disclose all costs associated with any recommended process or product.

We do not get paid based on performance of investments. We get paid for establishing processes and providing services to our clients. 

Lastly, we simply ask that if we do the job represented, you do not keep us a secret. Referrals to good, nice folks who have a financial need just like you are very much appreciated.

Our Other Professional Resources

Because your financial situation is often complex, we typically work directly with other professionals to design and implement the strategies that will help you pursue your goals. We rely on a network of professionals who provide technical advice as required. We do not receive any form of compensation for our referrals to these professionals.