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A Holistic Approach to Achieving Your Unique Financial Goals

Every financial decision has consequences. That’s why we take a holistic approach when making strategy recommendations to our clients. The following is a list of services we provide to our wealth management clients to ensure our advice is relevant and specific to their financial goals.

Investment Management & Oversight

  • Investment review and personalized portfolio design appropriate for your needs and risk tolerance
  • Continual monitoring of investments
  • Ongoing meetings; to review and evaluate investment performance, update financial objectives, and reallocate your portfolio as needed
  • Quarterly statements
  • Independent advice
  • Commission-free transactions on most stocks, bonds, mutual funds or exchange traded funds traded in your account (account minimums necessary – certain transaction fees may apply)
  • Recommendations on portfolio allocations for employer-sponsored plans (such as 401(k)s)
  • Access to alternative investment platform

Tax Reduction Planning*

  • Comprehensive review of your tax return to highlight opportunities for tax reduction strategies
  • Ongoing review of tax law changes as they pertain to your situation
  • Consultation and coordination with your tax preparer
  • Recommendations on tax solutions including tax-preferred investments

Retirement Income & Distribution Planning

  • Analysis of retirement goals in conjunction with income needs now and in the future
  • Ongoing development and recommendations pertaining to income needs
  • Social Security maximization report
  • Recommendations regarding distributions strategies
  • Beneficiary analysis

Family Wealth & Estate Planning

  • Risk management analysis – life, disability and long-term care insurance
  • Analysis of current estate plan and/or concerns
  • Identify and implement asset protection strategies
  • Consultation and coordination with your estate planning attorney
  • Assistance in asset transfers to trusts and management of trust assets
  • Providing guidance and recommendations in the event of a death of a loved one

Client Service & Communication

  • “Open-door” policy – access to a team of professionals including CFP®’s and CRPC®’s
  • eNewsletter to keep you up-to-date with current economic conditions and market-related news
  • Depending upon need, annual, semi-annual or quarterly review meetings
  • Educational webinars on a variety of topics relevant to wealth planning
  • Network of high quality professionals should you necessitate other wealth management services

* NewsHeisler Wealth Management does not prepare taxes for its clients. Please seek a tax professional for tax related advice.