Gold Medal Services

Our top clients benefit from the following "Gold Medal Services"

  • Develop a customized financial plan that is organized, analyzed, and presented in written form
  • Integrate a financial mission, goals, and objectives into one cohesive plan that allocates financial resources consistently
  • Formulate, implement, and monitor multifunctional decisions that help you achieve financial goals
  • Planning considerations are associated in the areas of financial position, risk management, investment, tax, retirement, and estate
  • Review your investments and design a personalized portfolio appropriate to your needs
  • Yearlong, continual monitoring of your investment plans
  • Quarterly, semi-annual, or annual meetings to review and evaluate your investment performance, update your overall financial objectives and, if necessary, reallocate your portfolio as agreed upon by you Independent advice
  • Quarterly “market watch” letter detailing research, analysis, and view of the current state of the investment markets
  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Quarterly review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax solutions, including tax-advantaged investments
  • Staying up to date on and presenting new tax laws that can affect your situation

Jaron H. Poulson does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs and how to establish an inherited IRA
  • Analysis of your current estate plan and concerns
  • Complimentary consultation with your attorney
  • Guidance regarding the appropriate and necessary steps in the event of the death of a loved one
  • Quarterly newsletter to keep you apprised of the most current planning options
  • Quarterly, semi-annual, or annual reviews
  • Special reports on how to help reduce your taxes and other important topics
  • Educational events to inform clients of pertinent and important topics
  • Special Gold Medal Services events, including client appreciation events (where you may bring up to 2 guests )

Gold Medal Services

Our top clients benefit from the following "Gold Medal Services"

  • Develop a customized financial plan that is organized, analyzed, and presented in written form
  • Integrate a financial mission, goals, and objectives into one cohesive plan that allocates financial resources consistently
  • Formulate, implement, and monitor multifunctional decisions that help you achieve financial goals
  • Planning considerations are associated in the areas of financial position, risk management, investment, tax, retirement, and estate
  • Review your investments and design a personalized portfolio appropriate to your needs
  • Yearlong, continual monitoring of your investment plans
  • Quarterly, semi-annual, or annual meetings to review and evaluate your investment performance, update your overall financial objectives and, if necessary, reallocate your portfolio as agreed upon by you Independent advice
  • Quarterly “market watch” letter detailing research, analysis, and view of the current state of the investment markets
  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Quarterly review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax solutions, including tax-advantaged investments
  • Staying up to date on and presenting new tax laws that can affect your situation

Jaron H. Poulson does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs and how to establish an inherited IRA
  • Analysis of your current estate plan and concerns
  • Complimentary consultation with your attorney
  • Guidance regarding the appropriate and necessary steps in the event of the death of a loved one
  • Quarterly newsletter to keep you apprised of the most current planning options
  • Quarterly, semi-annual, or annual reviews
  • Special reports on how to help reduce your taxes and other important topics
  • Educational events to inform clients of pertinent and important topics
  • Special Gold Medal Services events, including client appreciation events (where you may bring up to 2 guests )

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, ID, IN, UT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.