Gold Level Services

 

Investment Oversight Service
 

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs

  • Year-long, continual monitoring of your investments

  • At the minimum, annual meetings to: review and evaluate your investment performance,
    update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you

  • Regular 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

     

    Tax Reduction Planning
     

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies

  • Review of your tax situation and planning to incorporate any new tax law changes

  • Complimentary consultation with your tax preparer as requested

  • 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 & 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

  • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA

     

    Family Wealth Planning

  • Analysis of your current estate plan and concerns

  • Complimentary consultation with your attorney as requested

  • 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

     

    Client Services & Communications
     

  • Quarterly Newsletter to keep you apprised of the most current planning options

  • Annual reviews

  • Special reports on how to help reduce your taxes and other important topics

  • Special Events, including client appreciation events and workshops (where you may bring up to 2 guests)
     

    Securities and insurance offered through FSC Securities Corporation, member FINRA/SIPC.  Investment Advisory services offered through FSC Securities Corporation, a registered investment adviser.  Presley Beane Financial Services is independent of FSC Securities and is not registered as a broker/dealer or investment advisor. Neither FSC Securities nor its representatives provide legal or tax advice. 
    If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.