We will conduct a comprehensive analysis of recent statements from your current advisor, explaining fees, performance, and tax efficiency; pointing out any conflicts of interest along the way. The result is a consolidated report of all of your investment and retirement accounts.
We will review your current estate plan, identifying key issues or potential problems. We will recommend the necessary steps that you can take to ensure that your estate plan meets your goals, needs and expectations.
We’ll draft a customized plan that can potentially serve as the road map to and through your retirement years.
Central Trust Company will recommend investment management and estate planning strategies appropriate for your unique tax situation.
Your overall level of risk will be evaluated in terms of your investment portfolio as well as other considerations such as insurance coverage, including life insurance, disability, long-term care and umbrella policies.
HOW IT WORKS
Initially, you’ll meet with one of our experienced wealth management professionals to determine what key information is needed to complete your evaluation. Quite often, individuals only look at one part of the equation and do not take the time to understand all of the various pieces that are crucial to ensuring a successful outcome. We fervently believe a comprehensive review and approach is in your best interest.
Due to the comprehensive nature of the SOS process, we may not be able to address all of the aforementioned topics in a single meeting. However, we promise this exercise will provide you with enhanced knowledge of your overall plan and give you a better understanding of how well it is working for you and your family.