Tax Reduction Planning

  • Comprehensive review of your tax return to identify opportunities for tax reduction strategies
  • Semi-annual review of your tax situation and planning to incorporate any new tax law changes
  • Free consultation with your tax preparer
  • Recommendations of tax solutions including tax advantaged investments
  • Monitoring and presenting new tax laws that can affect your situation

Retirement Income & Distribution Planning

  • 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 best distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA

Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • Free 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
  • Ensuring that account titles and beneficiary designations agree with estate plan

Investment Services

  • Commission-free transactions
  • Independent Objective Advice
  • Reviewing your investments and designing a personalized portfolio appropriate to your values-based goals
  • Custom Investment Policy Statement detailing investment plan and advisor role
  • Year-long, continual monitoring and rebalancing of your investments to maintain risk profile
  • Regular meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as necessary
  • Quarterly Statements, daily online access to accounts
  • Recommendations regarding investments of funds within your employer provided retirement plans such as 401(k)s
  • Quarterly newsletter detailing our firm’s research, analysis and view of the current state of the investment markets

Client Services & Communications

  • Quarterly Newsletter to keep you apprised of the economy, markets and most current planning options
  • Semi-annual client reviews
  • Special events, including client appreciation events to which you may bring guests
  • Custom Titus Financial, Inc. app to allow you access to your account from your smart phone or tablet