Services

The following is a breakdown of the services we offer our clients here at Paul Ried Financial Group, LLC

 

Pre-Retirement Planning
  • Retirement Feasibility
  • Pension Planning
  • Health & Benefits Planning
  • 401K Rollover/Deferral Options
  • Retirement Commencement Package Review
Post-Retirement Planning
  • Income Distribution Strategies
  • Social Security
  • Required Minimum Distribution Planning
  • Expense Analysis "What If" Illustrations
  • Ongoing Review Meetings
Investment Management
  • Asset Allocation Planning
  • Portfolio Design
  • Performance Analysis
  • Fund Management Monitoring & Oversight
  • Rebalancing & Portfolio Adjustments
Risk Management
  • Insurance Needs Analysis
  • Medicare/Medicare Supplement Review
  • Life Insurance Review
  • Long Term Care Insurance
  • Asset Protection Planning
Estate Planning
  • Document Review
  • Charitable & Heritage Planning
  • Family Education
  • Estate Tax Minimization
  • Estate Settlement & Transition
Tax Planning
  • Beneficiary Review
  • "Stretch IRA Planning"
  • Tax Loss Harvesting
  • Tax Advantaged Investing