VISIONARIES
AT YOUR SIDE

Alternatively, we can assist by calling the carriers for you if you prefer. For Charles Schwab, we can often pull the 1099s as PDFs and send them electronically to you. We would just need your email address. However, if you prefer, we can also print them off and mail them to you.

Please call us at 774-874-3686 or email your financial advisor, and they will contact you. Let one of our phone representatives know that you would like funds withdrawn from your Charles Schwab account and specify the amount you'd like to withdraw. This message will be passed on to the appropriate team, who will submit the withdrawal request to Charles Schwab. It may take up to two business days for the funds to reach your bank account. If any additional follow-up is needed regarding the withdrawal request, one of our team members will reach out to you directly.

Estate planning is the process of organizing how assets will be managed and distributed upon death or incapacitation. It includes creating wills, trusts, powers of attorney, healthcare directives, and tax strategies to ensure a smooth transition of wealth. Proper estate planning helps avoid probate, minimize taxes, protect beneficiaries, and prevent family disputes.

A will outlines asset distribution and guardianship wishes but must go through probate, making it public and time-consuming. A trust, on the other hand, can manage assets during and after life, bypassing probate while offering privacy and more control over distributions. Trusts are ideal for all estates, while wills work well for simpler plans.

Over the years, the focus and business model shifted. We wanted to ensure that our company was aligned with these changes and better reflected the services and customer care we provide. This rebranding will help our clients better understand the full range of services we offer.

All of the technology services and systems we use will have a new look. We will also provide high-quality content across all of our systems moving forward. Our overarching goal is to keep our clients up to date and informed in our industry.

Our phone system is designed to ensure that you reach the right department. If you follow the prompts and leave a message, someone will return your call before the end of the business day.

You should have received a "Welcome to Your New Client Portal" email, which will allow you to securely upload all your tax documents. This process is done through our Retirement Analyzer software.

If you took any withdrawals, they will send a 1099. If you did not take any withdrawals, you will not receive one.

If you have any questions about your accounts, please call our office, and we will schedule a meeting with your team.

Yes, we are happy to inform you that our fees are under 1%. Please give us a call, and we would be happy to schedule a meeting with our team to discuss further.

Our Tier 1 clients have a minimum of four meetings per year. We do not charge for meetings, so we can have as many meetings as needed to complete your planning.

We will schedule a legal delivery meeting with your attorney and our team once the trust is completed.