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Investment Oversight Service

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Year-long, continual monitoring of your investments
  • 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
  • Recommendations regarding positioning of investments within your employer provided retirement plans
    such as 401(k)s
  • Quarterly economic report detailing updated analysis and a current view of the investment markets


Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Annual 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 current on and presenting new tax laws that can affect your situation

 

Retirement Income & Distribution Planning

  • Analysis of your current and future income needs
  • Continual development and implementation of recommendations to fund your income needs to optimize your lifestyle
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs

 

Family Wealth Planning

  • Analysis of your current estate plan
  • Review of strategies to efficiently transfer wealth to your loved ones
  • 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

 

Client Services & Communications

  • Quarterly Newsletter to keep you apprised of the most current planning strategies
  • Quarterly, semi-annual or annual reviews
  • Special reports on how to help reduce your taxes and other important topics
  • Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests)



Securities, insurance and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.  JStephens Wealth Management is a marketing name. This communication is strictly intended for individuals residing in the states of TX and LA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Neither Osaic Wealth nor its representatives provide legal or tax advice. 
If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.