285 West 80th Place Merrillville, IN 46410 219-769-6110 zakservice@fscadvisor.com Client Login Home About Us Resources Tools Contact Us Client Gold Medal Services "The New Standard in Personalized Wealth Management" Retirement Income & Distribution Planning Goals based Retirement Planning-"What captures your heart?" Analysis of your income needs now and in the future Continual development and implementation of recommendations to fund your income needs and help you to maintain a comfortable standard of living Recommendations regarding the most suitable distribution strategy for your Employer Retirement Plans (401K plan, 403B plans, Employer Stock plans) Analysis of the beneficiaries of your IRA and how to establish an "Inherited IRA" Social Security Analyzer Medicare Supplement Analyzer Investment "Watch Dog" Service Reviewing your investments and designing a personalized portfolio appropriate to your needs Independent, objective financial advice Year long, ongoing and consistent monitoring of your investments Annual "Renewal Meetings" to review and evaluate your portfolio, update your objectives if needed, re-allocate your portfolio as needed to meet your goals Recommendations regarding your investment allocations within your Employer Plan (401K, 403B, Company Stock plans) Quarterly Statements Weekly Market Update via email Quarterly "Market Watch" letter detailing our firm’s research, analysis and view of the current state of tthe investment markets Tax Reduction Planning Recommendations of tax solutions including tax advantaged investments Staying up-to-date on and presenting new tax laws that can affect your situation Comprehensive review of your tax return to highlight potential opportunities for maximizing tax reduction strategies Complimentary consultation with your tax preparer Family Wealth Planning Analysis of your current Estate Plan and concerns Assistance in transferring your 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 Helping you to write your "Family Love Letter" Strategies for funding Education Plans for your children and grandchildren Asset Protection Strategies for potential Long Term Care expenses Complimentary consultation with your Estate Planning Attorney Client Services & Communications Interactive Web Site with financial calculators to help analyze “what if” scenarios Create your Personalized “Wealth Advisor” report Quarterly Newsletter to keep you informed of the most current planning options Semi-Annual or Annual “Renewal Meetings” Special Reports on how to help you reduce your taxes and other timely topics Special Gold Medal Client Events Client Education Workshop – Clients & Guests Welcome! 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