Client Services and Benefits

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Services we offer to benefit our clients.

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Client Services and Benefits

  1. 1. Client Services Comprehensive Financial Planning o Identification and prioritization of financial objectives o Capital needs analysis for retirement o Risk management: insurance needs analysis: life, health, disability, long term care, liability, Property and casualty o Estate issues: Estate tax analysis, charitable and family gifting and wealth legacy planning o Tax reduction planning o Net worth analysis o Cash flow planning o Retirement distribution planning o Special funding goals: college education, vacation home, etc. Investment Portfolio Analysis o Statistical analysis: historical returns, expected returns, risk/return analysis, multi-factor regressions o Equity diversification risks: Number of securities; sectors, industries, country exposures, overlapping positions, comparative benchmarks o Fixed income securities risks: maturities, credit, liquidity, geographic, currency exposures, and benchmarks o Equity factor analysis: Company size and price/book exposure; comparative benchmarks o Money manager or mutual fund analysis: Same factors as above, plus: track record and value-added analysis, expenses, tax efficiency and benchmarks o Costs analysis 800 683.5800 Summit Portfolio Management ©2009

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