Services
Compare our list of services.
| Current Firm | BMS Advisors | Investment Management and Tax Reduction Planning |
|---|---|---|
| ▢ | ✔ | We examine everything. Comprehensive analysis of all investments (IRA, ROTH, 401k, Simple IRA, Individual, Joint, TOD & Trust) to determine Net Worth and implement an appropriate portfolio for each account. |
| ▢ | ✔ | Taxes are important! We maximize the tax benefit, investment location and allocation for each account. |
| ▢ | ✔ | Active Investment Management. As fiduciaries, we utilize independent, non-proprietary investment solutions and make changes where and when prudent. |
| ▢ | ✔ | Building your Planning Team. We work with CPAs to uncover tax law changes and tax-saving opportunities. |
| ▢ | ✔ | Staying on track. We provide regular reviews of the plan, tax returns and investment strategy. |
| Current Firm | BMS Advisors | Retirement Income and Distribution Management |
|---|---|---|
| ▢ | ✔ | Creating a plan. We work together to create a comprehensive financial plan to help you get to and through retirement. |
| ▢ | ✔ | When income is needed. When it is time to generate income, we consider assets across your taxable, tax-deferred, and tax-free retirement accounts and make withdrawals in a tax-efficient manner. |
| ▢ | ✔ | Tax efficient distributions. When it is time to generate income, we consider assets across your taxable, tax-deferred, and tax-free retirement accounts and make withdrawals in a tax-efficient manner. |
| Current Firm | BMS Advisors | Family Wealth Planning and Client Services |
|---|---|---|
| ▢ | ✔ | Defining your legacy. Review beneficiary designations and asset titling to ensure they align with Wills and Trusts. Reviewing the healthcare and financial care power of attorney (POA) documents. |
| ▢ | ✔ | Protecting your legacy. Review life and long-term care insurance needs analysis. |
| ▢ | ✔ | Expanding your planning team. Consultation with estate planning attorneys and assistance in transferring assets into a trust if necessary and documents are up to date. |
| ▢ | ✔ | Providing Guidance. We help with gifting, college funding, special needs, and legacy planning. We will also guide you through the difficult process when a loved-one passes. |
| ▢ | ✔ | Ongoing Communication. Quarterly investment statements, tax reports, economic updates on how to help reduce taxes and other important planning topics. |
| ▢ | ✔ | Education. We provide educational workshops to address relevant topics important to your plan. |
| ▢ | ✔ | Review Meetings. We proactively schedule reviews; face-to-face, virtual or over the phone. We are in your corner. |