City Securities Wealth Advisors’ mission is to bring comprehensive, objective, professional wealth management solutions tailored to the specific circumstances and goals of the families and institutions we serve through the following services:

 

Comprehensive Financial Planning

·         Financial planning guided by your goals

·         Balance between competing areas of your plan

·         Ongoing review of your goals and progress

·         Education funding

 Tax Planning

·         Annual year-end tax reviews

·         Tax return analysis

·         Tax-efficient investment management

·         Optimizing charitable donations

·         Cost basis tracking and reporting in non-qualified and qualified accounts

Investment Management

·         Determining optimal asset structure

·         Removal of unnecessary risks

·         Maximizing after-tax investment returns

·         Continual monitoring of investments

·         Asset allocation updates as long-term market conditions change

·         Institutional portfolio management

·         Portfolio rebalancing

·         Quarterly performance reports

 Estate Planning

·         Strategies for reducing or eliminating estate taxes

·         Incorporation of charitable goals

·         Legacy planning

·         Coordinating estate document drafting

·         Implementing asset ownership and beneficiary designation changes

·         Continual monitoring of plan for needed changes

Retirement Planning

·         Retirement needs analysis

·         Retirement lifestyle coaching

·         Cash flow planning and management

·         Required minimum distributions (RMD) management

·         Employer retirement plan management

 Risk Management

·         Life insurance

·         Long-term care

·         Disability

·         Liability