Maximize My Invest-able Resources
Maximize My Invest-able Resources adds value year round with quarterly Federal & State Income Tax projections and investment management services the entire year.
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This program was built for professionals with complex and time consuming careers or lifestyles. We know where your time is best spent -- and researching and managing investments or figuring out your future tax liability is not a part of it. In today’s investment environment there are so many options and making the right choices can be very stressful. Why not put this process in the hands of a financial partner that can guide you to your financial goals?
Our goal is to help you to construct a portfolio that will provide you with a balanced level of risk while consistently producing the return you’ll need to reach your monetary goals.
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Services Include:
Professional Investment Management
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Investment portfolio design tied to your risk tolerance and goals
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Portfolio monitoring and periodic rebalancing
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Globally diversified, tax efficient portfolios using low cost institutional investments (when available)
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Ongoing one on one investment education tailored to your knowledge and level of experience
Tax Resource Analysis
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Pre-file tax analysis to inform you of potential refund or liabilities due prior to the following tax season.
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Up to 2 tax planning scenarios for tax activity throughout the year
24-Hour Client Access
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Online account access to your investments whenever you need it
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Periodic consolidated statements showing all accounts in one place
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Up-to-date performance reporting
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Access to financial planning tools, news, and calculators
Concierge Customer Service
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Direct access to private wealth manager who knows your goals
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24hr email communication access to your advisor
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Appointment and review sessions set around your schedule