Our Services

C2 List of Services

Investment "Watch Dog" Services*

  • Personalized Investment Portfolio Strategy
  • Continuous Monitoring of Investments
  • Quarterly Meetings
  • Monthly Statements
  • Independent Advice
  • Quarterly Rebalancing of Portfolios

Tax Planning**

  • Maximize Tax Reduction Opportunites
  • Assess New Tax Laws
  • Free Consultation - Tax Preparer
  • Tax Solutions - Tax Advantages

Retirement Income and Distribution Planning*

  • Analyze current/future income needs
  • Managing employer-sponsored retirement plans and IRAs

Family Wealth Planning**

  • Estate Plan Analysis
  • Free Personal Attorney Consultation
  • Guidance when Death Occurs

Client Services and Communications

  • Monthly Newsletter
  • Quarterly Reviews
  • Special Reports

 

*Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (Member SIPC).

 **Please note that neither Voya Financial Advisors nor any of its agents or representatives provides legal or tax advice. For complete details, consult with your tax advisor or attorney.