Solutions and Services
Core Values Investment Management has relationships with numerous companies to provide our clients Solutions and Services:
Solutions:
- Mutual Funds
- Unit Investment Trusts
- Separately Managed Accounts
- Personalized Unified Managed Accounts (family wealth integration)
- Direct Participation Programs
- Fixed, Indexed and Variable Annuities
- Term, Variable, Universal and Survivor life insurance
- Disability, Long Term Care insurance solutions
Services:
- Two scheduled annual meetings
- Annual appreciation and education meetings
- Additional meetings upon request
- Weekly Economic Updates
- Review of goals and objectives
- Risk tolerance analysis
- Financial plan development and updates
- Net-worth analysis
- Asset allocation analysis
- Education and retirement funding strategies and needs analysis
- Portfolio re-balancing and asset allocation
- Portfolio performance reporting software
- Access to accounts online and option for paperless statements
- Tax and cost basis reporting
- 401(k) and retirement plan analysis
- Distribution strategies
- Insurance analysis and planning: life, disability, LTC, liability and health
- Estate planning: wills, living wills and powers of attorney review with referral
- Pension and Social Security maximization analysis and recommendations
- Unlimited consultations with attorneys, CPA and other professionals
- Conservation of wealth: best practices
- Gifting strategies
- Trust integration
- Charitable giving tax strategies
- Executive compensation analysis: deferred compensation, stock options and concentrated equity positions