Comprehensive Wealth Management Services provided by Randall Financial Group

For those clients who want us to do more comprehensive financial planning in addition to investment management we offer our Comprehensive Wealth Management Services. These services include:

1. Our Investment Management Services

2. Financial Planning Services:

• Preparation of a financial plan. We produce a comprehensive financial plan that includes your investment policy, net worth and cash flow statements and written evaluations of the areas below.
  
  
• Estate planning review. An estate-planning attorney will completely review your current situation including any existing estate planning documents. We provide written recommendations concerning any changes or additions. Preparation of new documents or changes to existing documents can be performed by your own attorney or we can refer you to one we know.
  
  
• Insurance/risk management review. We provide a comprehensive written review and evaluation of your life, accident, and health insurance coverage and rate comparisons.
  
  
• Tax planning. We provide enhanced tax reporting to facilitate preparation of you tax return. We keep detailed records of cost basis and other transactions and take advantage of gain/loss swaps to reduce taxable gains on your investment portfolio if appropriate.
  
  
• Preparation of basic 1040 tax return with “schedule A” performed by our CPA firm. This service is provided to clients for whom we manage $250,000 or more. Preparation of services for more complex tax returns is available for an additional fee and is dependent on portfolio size.

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