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PWMG |
Your Current Firm |
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Investment Management |
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Independent unbiased financial advice |
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Privileged access to all types of investment products |
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Investments matched to your needs and goals |
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Proactive Asset Management Process |
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Allocations for 401(k)s and deferred compensation plans |
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Aggregation of all of your accounts for easy viewing and
accurate planning |
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Planning for stock options, restricted stock and concentrated positions |
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Retirement Income & Distribution Planning |
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Analysis and determination of your retirement income needs |
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Retirement plan review and analysis |
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Recommendations for the best distribution strategy from your retirement plans and IRAs |
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Establishing the probability of success for your retirement cash flow |
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Tax Planning |
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Pro-active tax planning and investment advice |
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Complimentary review of your income tax return |
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Management of capital gains and losses to minimize taxes |
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Tax planning for individuals and businesses |
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Family Wealth Planning |
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Analysis of your estate planning needs |
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Techniques to reduce your estate taxes |
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Review of beneficiary designations and asset titling |
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Establishing an Inherited IRA to continue your IRA for 70 years or longer |
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Assistance with the necessary financial steps to take upon the death of a loved one |
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Risk Management & Insurance Planning |
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Analysis of your insurance needs and concerns |
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Planning for long term care needs |
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Client Services & Communications |
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Quarterly reviews with your financial advisor |
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Regular ongoing communications to keep you informed of the markets and tax laws |
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Secure online access to your accounts |
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Quarterly newsletters to keep you apprised of the latest planning options |
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Entertaining and informative client events |
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