Platinum Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Investment Oversight Services
- Reviewing your investments and finding suitable investment solutions to help pursue your goals
- Year-long, continual monitoring of your investments
- Quarterly, semi-annual or annual meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your investments as agreed upon by you
- Quarterly Consolidated Statements
- Independent, Professional 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
- Access to state of the art technology to simplify your financial picture
Tax Reduction Planning Services
- Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
- Quarterly review of your tax situation and planning to incorporate any new tax law changes
- Complimentary consultation with your tax preparer
- Recommendations of tax strategies 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 meaningful standard of living in retirement - Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
- Social Security planning and maximization techniques
Family Wealth Planning
- Analysis of your current estate plan and concerns
- Complimentary consultation with your attorney
- Regular review of your account beneficiaries and assistance in establishing Inherited IRAs for your loved ones
- Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
Client Communication Services
- Quarterly Newsletter to keep you apprised of the most current planning options
- Quarterly, semi-annual or annual reviews delivered via phone, video teleconference, or in person depending on your situation and your needs
- Special reports on how to help reduce your taxes and other important topics
- Special events, such as client appreciation events and educational workshops, where you are encouraged to bring guests
- Special market update letters during time of extreme market conditions
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@paradigmwp.com | (800) 943-5269