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Services Overview

 

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.

When you are ready to begin the conversation, please call our office to speak with our New Client Coordinator, or use the convenient scheduling tool in the bottom left-hand corner of this page. We encourage you to click on each section header to learn more about our wide breadth of services.

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 & Oversight
  • Rebalancing & Portfolio Adjustments

Risk Management

  • Insurance Needs Analysis
  • Medicare/Medicare Supplement Review
  • Long Term Care Strategy
  • Asset Protection Planning

Tax Strategies

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

Family Financial Education

  • Family Financial Meetings
  • Investment, Financial, & Estate Planning Education
  • Next Generation Guidance

Continuing Care Planning

  • Access to a Continuing Care Consultant
  • Coordination of Medical and Financial Issues
  • Assisted Living & Senior Housing Options
  • Long Term Care Coordination

Estate Transition Services

  • Legal Coordination
  • Estate Tax Minimization
  • Charitable & Legacy Planning
  • Estate Settlement & Transition
  • Executor & Trustee Guidance

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.