Broker Check

Services

 

At Paul R Ried Financial Group, our objective is to help you understand your unique financial options so you can make smart, well-informed decisions. As a completely independent firm, we are able to develop and implement investment strategies with only one allegiance – to you, our client.

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
  • Long Term Care Insurance
  • Asset Protection Planning

Tax Strategies

  • Beneficiary Review
  • "Stretch IRA Planning"
  • Tax Loss Harvesting
  • Tax Advantaged Investing

Family Financial Education

  • Coordinate Family Financial Meetings
  • Discuss Investment, Financial, and Estate Planning Education
  • Next Generation Guidance

Continuing Care Planning

  • Access to a Continuing Care Consultant
  • Coordination of Medical and Financial Issues
  • Assisting Living Options
  • Long Term Care

Estate Transition Services

  • Document Review
  • Estate Tax Minimization
  • Charitable & Heritage Planning
  • Estate Settlement & Transition
  • Executor & Trustee Guidance