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Gold Medal Services

Our Services are pretty simple. 

And, we have been doing this for more than 30 years!

 

Investment Guidance

- We invest your money - according to your needs. Growth. Income. Preservation.

- We actively manage your funds to navigate uncertain markets. 

- We coordinate your investment plan with your retirement, estate, and tax plans. 

Tax Guidance

We analyze and give you feedback on your tax return. But, we don't prepare your taxes. We'll coordinate that with your own CPA. 

We'll Implement tax aware investment concepts as indicated by our review of your tax return.

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Retirement Income Planning

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401(k) rollovers and management, IRA's, IRA Rollovers, Roth IRA Conversions, Social Security Benefits. We can help. 

We can make illustrations of growth in your investment net worth - project cash flow - and hellp you determine when and how to retire. 

Estate Planning

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We'll Read and understand your wills and trusts. We'll offer some perspective and guidance on your estate plans. We'll share some ideas with you. But, we wont draft such documents. We'll coordiante with your attorney for that.

We'll Analyze your life insurance and long-term-care insurance.

Personal Financial Website

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We'll set you up with your personal financial website - your own private website to review all of your accounts with us, and your accounts elsewhere - your entire financial life, all in one secure place - accesible to you from anywhere, anytime - computer - tablet - smartphone. 

Client Communications and Servies

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We call you to invite you to meet with us regularly to update your progress.

We send you our Quarterly Economic Update and other letters of timely interest.

We post weekly on our website a current SITREP (Situation Report) providing our current views and guidance on investment markets. 

We counsel with you about your financial issues that affect and concern you.

We hold complimentary Client Dinner Workshops - presenting timely information at the best restaurants in town.

Low Cost

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And, we do this with no sales charges. No commissions. No hourly or appointment fees. Just a low, competitive asset management fee.

Our management fees are competitive, reasonable, and are among the lowest. we work hard to keep it that way.

Your financial future starts here!
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