Financial Management Services

PartnersInWealth

Summary of Services

 

 

Area of Expertise

Services Provided

How often?

Wealth Management

Continuous oversight of your comprehensive assets and liabilities with the goal of effective management to meet your goals. Proactive management to take advantage of all product and procedural opportunities to enhance your current and future financial situation

Ongoing

Financial Planning

In-depth analysis of your financial ability to meet objectives and goals; suggestions to improve your ability to meet those goals

Annually

Goal Planning

Survey of your goals and incorporation of these goals into your wealth plan

Annually

Tax Management

Applying tax reductions strategies to your unique situation

Ongoing

Investment Management

Assessment of your risk/reward profile, selection of quality investments, building a portfolio suited to your situation. Periodic evaluation of your investment mix, investment vehicles, and risk profile

Ongoing

Estate Planning

Review of estate documents and an analysis of how well they reflect your legacy goals

Every 3 years

 

Suggest estate planning (including estate tax reduction) strategies specific to your unique situation

Ongoing

Philanthropic Planning

Recommendations for charitable giving options for your unique situation

Ongoing

Insurance Management

Review the structure, amount, cost, and financial strength of carrier for your life, disability, medical, liability, property and casualty insurance

Every 3 years

Employee Benefits

Review and provide recommendations for your employee benefit options (e.g., deferred compensation elections, stock option exercise, pension benefits)

As Needed

Expense Minimization

Strategies to lower your expenses

Ongoing

Administration

Online secure storage of all important documents with 24/7 access

Ongoing

 

Provide you with detailed investment reports

Provide annual tax reports

Quarterly

Annually

 

Provide investment buy/sell execution across all  investment accounts

Ongoing

 

Assist with cash transfers

Ongoing

 

Assist with the completion of financial forms

As needed

 

Document review and recommendations

As needed

Communication

Initiated by you: face-to-face meetings, phone calls, emails

No limitations

 

Initiated by PartnersInWealth: face-to-face meetings

phone calls, emails

Annually Quarterly

 

Some services above may include consultation with other advisors or other professional contacts, which may warrant separate charges by them (e.g., CPAs and attorneys).  However, PartnersInWealth will consult you prior to any potential expense-generating actions are taken. We will make every effort to minimize all expenses to you.  Additionally, your confidentially is of utmost importance to us.