Gold Medal Services

Gold Medal ServicesWhat Makes Us Different

"The New Standard in Personalized Wealth Management"

Investment "Watch Dog" Service

  • Reviewing your investments and designing a personalized portfolio appropriate and suitable to your individual needs 
  • Year-long, continual monitoring of your investments
  • Quarterly, semi-annual, or annual review meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon
  • Quarterly Statements
  • Provide you with independent advice
  • Commission-free transactions on various investments traded in your professionally managed account
  • Recommendations regarding positioning of investments within your employer sponsored retirement plan such as 401(k) or SIMPLE IRA
  • "Market-watch" letter detailing our firm's research, analysis and view of the current state of the investment markets

Tax Reduction Strategies 

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies 
  • Ongoing review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax professional
  • 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 best distribution strategy for your employer retirement plan and IRAs
  • Analysis of the beneficiaries on your IRAs and how to establish an Inherited IRA

Family Wealth Planning 

  • Analysis of your current estate plan, advanced directives, and elder care issues and concerns including long-term care
  • Complimentary consultation with your attorney
  • Analysis of account registrations and beneficiary designations on your investment accounts and insurance
  • Assistance in transferring assets into your Trust
  • Provide guidance and assistance in transferring assets upon death on to your heirs
  • Multi-generational family meetings for legacy planning

Client Services & Communication 

  • A Quarterly Newsletter keeping you up-to-date on financial news, topics of interest, and economic issues 
  • Quarterly, semi-annual, or annual reviews
  • Special reports on financial issues such as how to reduce taxes, investments, and estate planning
  • Educational Workshop Meetings helping you become better informed (where you may bring up to 2 guests to join you)
  • Special "Gold Medal" Service and Client Appreciation Events

Osaic Wealth, Inc. does not offer tax or legal advice.