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Business Diamond Deluxe Services

Compare our list of Diamond Deluxe Services to the services you receive today.

Investment “Watch Dog” Service 
  • Reviewing your investments and designing a personalized retirement strategy appropriate to your needs
  • Continual monitoring of your investments
  • Frequent meetings to: review, evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio
  • Quarterly Statements
  • Independent Advice
  • Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s
Tax Reduction Planning
  • Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies
  • 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
Retirement Income & Distribution Planning 
  • Analysis of your income needs now and in the future
  • Analysis of potential estate tax liabilities
  • 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
Family Wealth Planning 
  • Analysis of your current estate plan and concerns
  • Complimentary consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
  • Review of beneficiary designations and asset titling
  • Review of your long-term care needs
Client Services & Communications 
  • 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
  • Special Diamond Deluxe Service events (including client education and appreciation events)
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 Securities, insurance products, and investment advisory services offered through FSC Securities Corporation and its affiliates, member FINRA and SIPC, and a registered investment advisor. Certain insurance products are offered by Karen Codman, CA insurance license 0B90642, as a licensed agent independent of FSC Securities.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, CO and OR. No offers may be made or accepted from any resident outside the specific states referenced.
 


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