Complimentary tax preparation and tax filing services are provided to clients with more than $1 million in total assets under management. For those clients with less than $1 million under management, tax services are offered at a reduced rate. Clients enjoy unlimited access to our Client Service Department to discuss any financial, tax, estate planning, or insurance planning issue. Distributions may be taken from accounts via check or electronic funds transfer (EFT) at no cost. A more detailed description of the comprehensive list of services offered to our clients is set forth in our marketing material.