Farrauto Wealth Management Gold Medal Services
The New Standard in Personalized Wealth Management
Investment “Watch Dog” 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
- Commission-free transactions on most stocks, bonds or mutual funds traded in your account (certain transaction fees may apply)
- 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 plan 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)
We offer respective clients our complementary second opinion service. We will analyze their total financial situation and confirm that everything is where it needs to be. The prospective client will receive a full financial check. If everything is complete and is where it needs to be with their current plan, then we will let them know that they are in good shape, and nothing needs to be done. But, if there are things missing within their plan, and areas of weakness exist, we will make recommendations to improve their financial situation.
With this, we will take the prospective client through our process and offer them values that they have not received before.
Additional Services
Insurance and Risk Management Specialist
- Life Insurance Protection
- Disability Income Protection Insurance
- Long Term Care Nursing Home Insurance
- Nursing Home Expense Insurance Specialist
- College Savings Tuition Expense Specialist
- Business-Corporate Health Insurance and Employee Benefits
- Small business and Corporate 401k and Benefits Specialist/Advisor