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Platinum Level Service


I've recently had several people ask me for a single list of what I do for clients. Well, after talking to an industry expert I know I decided it was time to put pen to paper (or, fingers to keyboard) and put it down on permanent record. I probably have made the mistake that if you have read my stuff for some time you know what all I do for clients. To correct that failed assumption it is in one place now. I have listed it below, however, if you want to download a pdf of it you can click on the title of this week's email.

INVESTMENT MANAGEMENT SERVICES

  • Develop a written investment policy statement to identify investment objectives and risk profile
  • Review your investments and design personalized portfolios to match your goals, timeline and risk tolerance
  • Monitor your investments on a daily basis
  • Review and evaluate your portfolios on a quarterly or more frequent basis
  • Deliver independent, objective advice by a fiduciary, fee-only, Certified Financial Planner™
  • Provide 24-hour electronic access to current investment information
  • Perform an objective review of asset allocation within your employer provided retirement plan (401k) and implement recommendations
  • Semi-annual and annual review meetings.


RETIREMENT INCOME AND DISTRIBUTION PLANNING

  • Analyze income needs - now and in retirement
  • Develop a written distribution plan
  • Develop and implement recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommend strategies to optimize the distributions from employer retirement plans and IRAs.


TAX REDUCTION PLANNING

  • Coordinate with your tax preparer for year-round, proactive tax planning.
  • Recommend tax solutions, including tax-advantaged solutions
  • Construct retirement distribution strategies to optimize tax planning strategies


RISK MANAGEMENT SERVICES

  • Use cutting-edge technology to evaluate your risk tolerance
  • Review life, disability, and long-term care insurance coverage and needs
  • Provide an independent insurance needs analysis


ESTATE PLANNING REVIEWS

  • Analyze current estate plan
  • Collaborate with estate planning attorney
  • Ensure respective accounts are titled in accordance with estate planning documents


FINANCIAL CARETAKING

  • Develop Risk Profile to determine if a client is at a higher risk for financial exploitation
  • Create formal Financial Caretaking plan to address financial management challenges as client ages
  • Establish Proactive Aging Plan related to numerous items related to quality of life


CLIENT SERVICES AND COMMUNICATIONS

  • Provide weekly emails developed specifically for Forward Thinking Wealth Management clients
  • Distribute special communications, as needed, to address events related to your wealth management needs
  • Offer access to Dan Johnson, CFP® - including his personal cell number.