Gold Medal Services

The New Standard in Personalized Wealth Management

Investment Oversight Service

• Reviewing your investments and designing a personalized portfolio appropriate to your needs
• Year-long, continual monitoring of your investments
• Quarterly, semi-annual or annual meetings to: review and evaluate your investment performance,
  update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
• Quarterly Statements
• Independent Advice
• Recommendations regarding positioning of investments within your employer provided retirement plans
  such as 401(k)s
• Quarterly “market watch” letter detailing our firm’s research, analysis and view of the current state
  of the investment markets

Tax Reduction Planning

• Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
• Quarterly review of your tax situation and planning to incorporate any new tax law changes
• Complimentary consultation with your tax preparer
• 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 most appropriate distribution strategy for your employer retirement plans and IRAs
• Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA

Family Wealth Planning

• Analysis of your current estate planning goals and concerns
• Complimentary consultation with your attorney
• Assistance in transferring assets to your Living Trust or other trusts
• Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services & Communications

• Quarterly Newsletter to keep you apprised of the most current planning options
• Quarterly, semi-annual or annual reviews
• Special reports on how to help reduce your taxes and other important topics
• Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)

LPL Financial does not provide tax and/or legal advice. Clients should consult with their personal tax and/or legal advisors regarding your own circumstances. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.